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 | $32,381 | $150,447-78.5% | $136,298-76.2% | $147,586-78.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 14.40% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $767 | $5,256-85.4% | $4,696-83.7% | $4,876-84.3% |
| Participant deferral / active EE | $6,332 | $6,631-4.5% | $6,247+1.4% | $5,439+16.4% |
| Admin fee / account holder | $2,570 | $10,906-76.4% | $9,244-72.2% | $10,886-76.4% |