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 | $100,950 | $152,612-33.9% | $125,192-19.4% | $152,897-34.0% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 22.88% | 54.85%-32.0pp | 43.79%-20.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $10 | $4,947-99.8% | $3,866-99.8% | $4,764-99.8% |
| Participant deferral / active EE | $7,104 | $5,868+21.1% | $4,937+43.9% | $5,851+21.4% |
| Admin fee / account holder | $11,664 | $13,437-13.2% | $9,704+20.2% | $11,599+0.6% |