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 | $234,803 | $209,422+12.1% | $178,503+31.5% | $158,982+47.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.93% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $942 | $5,707-83.5% | $5,011-81.2% | $4,763-80.2% |
| Participant deferral / active EE | $5,155 | $5,955-13.4% | $5,202-0.9% | $5,983-13.8% |
| Admin fee / account holder | $1,135 | $17,079-93.4% | $13,987-91.9% | $11,252-89.9% |