Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,184 | $183,978+7.2% | $162,171+21.6% | $152,885+29.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.52% | 150.78%-123.3pp | 115.60%-88.1pp | 345.39%-317.9pp |
| Employer contribution / active EE | $1,214 | $6,370-80.9% | $5,613-78.4% | $4,763-74.5% |
| Participant deferral / active EE | $10,088 | $8,033+25.6% | $7,297+38.2% | $5,851+72.4% |
| Admin fee / account holder | $1,070 | $13,122-91.8% | $10,843-90.1% | $11,598-90.8% |