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 | $166,359 | $165,351+0.6% | $149,710+11.1% | $158,931+4.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.31% | 348.19%-329.9pp | 276.63%-258.3pp | 302.86%-284.6pp |
| Employer contribution / active EE | $832 | $5,103-83.7% | $4,645-82.1% | $4,761-82.5% |
| Participant deferral / active EE | $5,892 | $7,181-18.0% | $6,842-13.9% | $5,982-1.5% |
| Admin fee / account holder | $4,051 | $10,807-62.5% | $9,309-56.5% | $11,247-64.0% |