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 | $120,319 | $109,872+9.5% | $98,483+22.2% | $167,536-28.2% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 13.76% | 1959.31%-1945.6pp | 1494.38%-1480.6pp | 478.82%-465.1pp |
| Employer contribution / active EE | $184 | $3,225-94.3% | $2,961-93.8% | $4,839-96.2% |
| Participant deferral / active EE | $8,225 | $4,673+76.0% | $4,276+92.3% | $6,342+29.7% |
| Admin fee / account holder | $4,047 | $6,757-40.1% | $5,953-32.0% | $12,315-67.1% |