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 | $160,758 | $175,259-8.3% | $149,723+7.4% | $139,487+15.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $704 | $5,478-87.1% | $4,821-85.4% | $4,755-85.2% |
| Participant deferral / active EE | $9,214 | $6,522+41.3% | $5,682+62.2% | $6,713+37.3% |
| Admin fee / account holder | $12,175 | $16,158-24.7% | $13,215-7.9% | $11,407+6.7% |