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 | $98,016 | $72,071+36.0% | $68,368+43.4% | $137,256-28.6% |
| Participation rate | 73.7% | 76.2%-2.6pp | 73.8%-0.1pp | 80.0%-6.3pp |
| Annual return | 18.52% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $231 | $2,788-91.7% | $2,649-91.3% | $4,156-94.4% |
| Participant deferral / active EE | $1,479 | $4,410-66.5% | $4,123-64.1% | $6,407-76.9% |
| Admin fee / account holder | $1,724 | $5,336-67.7% | $5,150-66.5% | $12,270-86.0% |