Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $245,483 | $171,492+43.1% | $150,734+62.9% | $198,609+23.6% |
| Participation rate | 73.7% | 81.4%-7.7pp | 78.4%-4.8pp | 82.4%-8.7pp |
| Annual return | 10.84% | 804.70%-793.9pp | 600.81%-590.0pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,202 | $5,470-78.0% | $4,918-75.6% | $5,055-76.2% |
| Participant deferral / active EE | $3,528 | $6,259-43.6% | $5,610-37.1% | $6,977-49.4% |
| Admin fee / account holder | $16,116 | $17,628-8.6% | $14,905+8.1% | $19,030-15.3% |