Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,751 | $178,174-72.6% | $156,181-68.8% | $137,256-64.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.21% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $497 | $4,972-90.0% | $4,294-88.4% | $4,156-88.0% |
| Participant deferral / active EE | $2,119 | $6,888-69.2% | $6,132-65.4% | $6,407-66.9% |
| Admin fee / account holder | $1,121 | $17,404-93.6% | $14,586-92.3% | $12,270-90.9% |