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 | $62,722 | $159,978-60.8% | $147,041-57.3% | $145,978-57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $681 | $5,288-87.1% | $4,935-86.2% | $4,662-85.4% |
| Participant deferral / active EE | $4,246 | $8,429-49.6% | $8,071-47.4% | $6,690-36.5% |
| Admin fee / account holder | $7,522 | $15,053-50.0% | $13,006-42.2% | $13,400-43.9% |