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 | $145,725 | $180,459-19.2% | $154,108-5.4% | $135,380+7.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 4.06% | 888.21%-884.1pp | 735.21%-731.1pp | 519.81%-515.7pp |
| Employer contribution / active EE | $462 | $6,035-92.4% | $5,298-91.3% | $4,779-90.3% |
| Participant deferral / active EE | $6,293 | $5,806+8.4% | $5,081+23.9% | $5,609+12.2% |
| Admin fee / account holder | $2,199 | $16,145-86.4% | $13,411-83.6% | $10,828-79.7% |