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 | $70,001 | $171,867-59.3% | $149,716-53.2% | $147,585-52.6% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 10.27% | 2113.36%-2103.1pp | 1501.67%-1491.4pp | 578.58%-568.3pp |
| Employer contribution / active EE | $1,318 | $6,275-79.0% | $5,444-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $5,799 | $7,270-20.2% | $6,568-11.7% | $5,439+6.6% |
| Admin fee / account holder | $429 | $13,799-96.9% | $11,282-96.2% | $10,886-96.1% |