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 | $139,929 | $123,155+13.6% | $108,753+28.7% | $155,188-9.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.54% | 44.73%-34.2pp | 37.47%-26.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $336 | $2,811-88.1% | $2,427-86.2% | $4,248-92.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28,553 | $12,126+135.5% | $10,320+176.7% | $14,480+97.2% |