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 | $233,490 | $217,432+7.4% | $185,849+25.6% | $167,536+39.4% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 24.27% | 148.42%-124.1pp | 122.10%-97.8pp | 478.82%-454.5pp |
| Employer contribution / active EE | $1,126 | $5,875-80.8% | $5,169-78.2% | $4,839-76.7% |
| Participant deferral / active EE | $2,562 | $6,357-59.7% | $5,569-54.0% | $6,342-59.6% |
| Admin fee / account holder | $3,596 | $19,818-81.9% | $16,244-77.9% | $12,315-70.8% |