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 | $64,261 | $175,259-63.3% | $149,723-57.1% | $139,487-53.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.76% | 166.82%-143.1pp | 134.50%-110.7pp | 373.84%-350.1pp |
| Employer contribution / active EE | $951 | $5,478-82.6% | $4,821-80.3% | $4,755-80.0% |
| Participant deferral / active EE | $5,024 | $6,522-23.0% | $5,682-11.6% | $6,713-25.2% |
| Admin fee / account holder | $567 | $16,158-96.5% | $13,215-95.7% | $11,407-95.0% |