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 | $79,083 | $209,422-62.2% | $178,503-55.7% | $158,982-50.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.44% | 188.81%-159.4pp | 151.12%-121.7pp | 302.99%-273.5pp |
| Employer contribution / active EE | $746 | $5,707-86.9% | $5,011-85.1% | $4,763-84.3% |
| Participant deferral / active EE | $11,375 | $5,955+91.0% | $5,202+118.7% | $5,983+90.1% |
| Admin fee / account holder | $142,924 | $17,079+736.8% | $13,987+921.8% | $11,252+1170.3% |