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 | $187,254 | $209,425-10.6% | $178,499+4.9% | $158,966+17.8% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 14.96% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $514 | $5,707-91.0% | $5,011-89.7% | $4,762-89.2% |
| Participant deferral / active EE | $8,910 | $5,955+49.6% | $5,202+71.3% | $5,983+48.9% |
| Admin fee / account holder | $11,232 | $17,078-34.2% | $13,986-19.7% | $11,250-0.2% |