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 | $139,543 | $198,457-29.7% | $170,435-18.1% | $147,586-5.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.08% | 257.30%-236.2pp | 205.94%-184.9pp | 578.59%-557.5pp |
| Employer contribution / active EE | $719 | $6,183-88.4% | $5,432-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $13,953 | $5,629+147.9% | $4,939+182.5% | $5,439+156.5% |
| Admin fee / account holder | $1,763 | $16,852-89.5% | $13,881-87.3% | $10,886-83.8% |