Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,858 | $162,136-34.1% | $152,301-29.8% | $154,746-30.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 119.88% | 91.02%+28.9pp | 80.50%+39.4pp | 172.34%-52.5pp |
| Employer contribution / active EE | $254 | $4,890-94.8% | $4,624-94.5% | $4,379-94.2% |
| Participant deferral / active EE | $8,057 | $8,341-3.4% | $8,004+0.7% | $6,730+19.7% |
| Admin fee / account holder | $881 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |