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 | $124,881 | $157,304-20.6% | $141,197-11.6% | $152,909-18.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.10% | 64.34%-40.2pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $852 | $5,263-83.8% | $4,736-82.0% | $4,764-82.1% |
| Participant deferral / active EE | $11,103 | $7,111+56.1% | $6,710+65.5% | $5,851+89.7% |
| Admin fee / account holder | $4,136 | $12,126-65.9% | $10,265-59.7% | $11,601-64.3% |