Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,835 | $201,344-84.2% | $184,243-82.7% | $145,877-78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.30% | 29.01%-18.7pp | 28.82%-18.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,146 | $7,022-83.7% | $6,427-82.2% | $4,663-75.4% |
| Participant deferral / active EE | $7,600 | $9,807-22.5% | $9,132-16.8% | $6,691+13.6% |
| Admin fee / account holder | $18,589 | $16,382+13.5% | $13,914+33.6% | $13,402+38.7% |