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 | $39,103 | $198,462-80.3% | $170,439-77.1% | $147,585-73.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 23.15% | 257.30%-234.2pp | 205.94%-182.8pp | 578.58%-555.4pp |
| Employer contribution / active EE | $1,097 | $6,184-82.3% | $5,433-79.8% | $4,876-77.5% |
| Participant deferral / active EE | $2,114 | $5,629-62.4% | $4,939-57.2% | $5,439-61.1% |
| Admin fee / account holder | $22,872 | $16,852+35.7% | $13,881+64.8% | $10,886+110.1% |