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 | $165,279 | $118,875+39.0% | $96,572+71.1% | $167,553-1.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.02% | 50.50%-40.5pp | 37.79%-27.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,231 | $4,617-8.4% | $3,850+9.9% | $6,343-33.3% |
| Admin fee / account holder | $7,335 | $8,070-9.1% | $6,183+18.6% | $12,316-40.4% |