Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $147,625 | $157,304-6.2% | $141,197+4.6% | $152,909-3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.05% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $500 | $5,263-90.5% | $4,736-89.4% | $4,764-89.5% |
| Participant deferral / active EE | $7,432 | $7,111+4.5% | $6,710+10.8% | $5,851+27.0% |
| Admin fee / account holder | $1,203 | $12,126-90.1% | $10,265-88.3% | $11,601-89.6% |