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 | $123,123 | $217,432-43.4% | $185,851-33.8% | $167,553-26.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.95% | 148.43%-138.5pp | 122.11%-112.2pp | 478.89%-468.9pp |
| Employer contribution / active EE | $1,172 | $5,874-80.1% | $5,168-77.3% | $4,840-75.8% |
| Participant deferral / active EE | $3,999 | $6,357-37.1% | $5,569-28.2% | $6,343-37.0% |
| Admin fee / account holder | $2,017 | $19,820-89.8% | $16,245-87.6% | $12,316-83.6% |