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 | $80,102 | $165,361-51.6% | $149,715-46.5% | $158,950-49.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.62% | 348.24%-339.6pp | 276.66%-268.0pp | 302.91%-294.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,896 | $7,182-4.0% | $6,842+0.8% | $5,983+15.3% |
| Admin fee / account holder | $69,068 | $10,808+539.0% | $9,310+641.9% | $11,248+514.0% |