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 | $166,155 | $154,209+7.7% | $130,062+27.8% | $139,487+19.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 12.36% | 32.52%-20.2pp | -137.37%+149.7pp | 373.84%-361.5pp |
| Employer contribution / active EE | $129 | $5,292-97.6% | $4,322-97.0% | $4,755-97.3% |
| Participant deferral / active EE | $4,508 | $6,709-32.8% | $5,821-22.6% | $6,713-32.8% |
| Admin fee / account holder | $1,304 | $13,988-90.7% | $10,601-87.7% | $11,407-88.6% |