Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,236 | $173,526-73.9% | $136,072-66.8% | $145,884-69.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 11.41% | 1167.12%-1155.7pp | 580.46%-569.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $579 | $5,285-89.0% | $4,216-86.3% | $4,662-87.6% |
| Participant deferral / active EE | $13,075 | $8,711+50.1% | $7,028+86.0% | $6,690+95.5% |
| Admin fee / account holder | $498 | $9,665-94.9% | $6,718-92.6% | $13,392-96.3% |