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 | $125,574 | $65,034+93.1% | $90,970+38.0% | $79,856+57.3% |
| Participation rate | 78.8% | 61.6%+17.2pp | 69.0%+9.8pp | 69.6%+9.2pp |
| Annual return | 17.32% | 30.45%-13.1pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,336 | $2,512-7.0% | $3,373-30.7% | $3,741-37.5% |
| Admin fee / account holder | $4,311 | $4,536-4.9% | $5,961-27.7% | $5,306-18.8% |