Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,765 | $209,422-82.0% | $178,503-78.8% | $158,982-76.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 59.09% | 188.81%-129.7pp | 151.12%-92.0pp | 302.99%-243.9pp |
| Employer contribution / active EE | $1,087 | $5,707-81.0% | $5,011-78.3% | $4,763-77.2% |
| Participant deferral / active EE | $3,046 | $5,955-48.9% | $5,202-41.5% | $5,983-49.1% |
| Admin fee / account holder | $1,960 | $17,079-88.5% | $13,987-86.0% | $11,252-82.6% |