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 | $82,787 | $198,461-58.3% | $170,436-51.4% | $147,585-43.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.25% | 257.30%-239.0pp | 205.94%-187.7pp | 578.57%-560.3pp |
| Employer contribution / active EE | $267 | $6,184-95.7% | $5,433-95.1% | $4,876-94.5% |
| Participant deferral / active EE | $7,609 | $5,629+35.2% | $4,939+54.1% | $5,439+39.9% |
| Admin fee / account holder | $466 | $16,852-97.2% | $13,880-96.6% | $10,885-95.7% |