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 | $35,007 | $198,457-82.4% | $170,435-79.5% | $147,586-76.3% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 9.72% | 257.30%-247.6pp | 205.94%-196.2pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,732 | $5,629+1.8% | $4,939+16.0% | $5,439+5.4% |
| Admin fee / account holder | $26,596 | $16,852+57.8% | $13,881+91.6% | $10,886+144.3% |