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 | $179,475 | $85,766+109.3% | $136,298+31.7% | $70,126+155.9% |
| Participation rate | 84.2% | 74.2%+10.1pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 15.78% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,865 | $5,051+75.5% | $6,247+41.9% | $3,332+166.1% |
| Admin fee / account holder | $20,628 | $5,421+280.5% | $9,244+123.2% | $4,645+344.0% |