Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,679 | $160,028-71.5% | $147,080-68.9% | $145,884-68.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.50% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $733 | $5,286-86.1% | $4,933-85.1% | $4,662-84.3% |
| Participant deferral / active EE | $11,354 | $8,422+34.8% | $8,066+40.8% | $6,690+69.7% |
| Admin fee / account holder | $2,083 | $15,030-86.1% | $12,989-84.0% | $13,392-84.4% |