Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,752 | $175,259-61.9% | $149,723-55.4% | $139,487-52.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.68% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.2pp |
| Employer contribution / active EE | $838 | $5,478-84.7% | $4,821-82.6% | $4,755-82.4% |
| Participant deferral / active EE | $9,233 | $6,522+41.6% | $5,682+62.5% | $6,713+37.6% |
| Admin fee / account holder | $10,164 | $16,158-37.1% | $13,215-23.1% | $11,407-10.9% |