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 | $181,376 | $175,212+3.5% | $149,682+21.2% | $139,427+30.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.02% | 166.63%-124.6pp | 134.35%-92.3pp | 373.27%-331.2pp |
| Employer contribution / active EE | $851 | $5,475-84.5% | $4,818-82.3% | $4,752-82.1% |
| Participant deferral / active EE | $17,500 | $6,520+168.4% | $5,681+208.1% | $6,711+160.8% |
| Admin fee / account holder | $1,801 | $16,150-88.8% | $13,210-86.4% | $11,404-84.2% |