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 | $59,964 | $148,623-59.7% | $135,974-55.9% | $139,466-57.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 14.34% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $434 | $5,246-91.7% | $4,859-91.1% | $4,754-90.9% |
| Participant deferral / active EE | $9,037 | $8,103+11.5% | $7,760+16.5% | $6,712+34.6% |
| Admin fee / account holder | $43,786 | $12,406+252.9% | $10,767+306.7% | $11,409+283.8% |