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 | $76,890 | $152,592-49.6% | $125,180-38.6% | $152,885-49.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.99% | 54.84%-33.9pp | 43.79%-22.8pp | 345.39%-324.4pp |
| Employer contribution / active EE | $928 | $4,947-81.2% | $3,866-76.0% | $4,763-80.5% |
| Participant deferral / active EE | $5,876 | $5,868+0.1% | $4,937+19.0% | $5,851+0.4% |
| Admin fee / account holder | $2,720 | $13,435-79.8% | $9,703-72.0% | $11,598-76.5% |