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 | $49,825 | $183,592-72.9% | $155,567-68.0% | $145,959-65.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.57% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $924 | $5,315-82.6% | $4,674-80.2% | $4,661-80.2% |
| Participant deferral / active EE | $2,751 | $6,464-57.4% | $5,628-51.1% | $6,689-58.9% |
| Admin fee / account holder | $16,185 | $19,318-16.2% | $15,916+1.7% | $13,398+20.8% |