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 | $69,209 | $217,432-68.2% | $185,849-62.8% | $167,536-58.7% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.80% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $356 | $5,875-93.9% | $5,169-93.1% | $4,839-92.6% |
| Participant deferral / active EE | $8,010 | $6,357+26.0% | $5,569+43.8% | $6,342+26.3% |
| Admin fee / account holder | $584 | $19,818-97.1% | $16,244-96.4% | $12,315-95.3% |