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 | $207,275 | $89,370+131.9% | $141,197+46.8% | $72,976+184.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 23.04% | 111.88%-88.8pp | 71.41%-48.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,419 | $5,419+73.8% | $6,710+40.4% | $3,608+161.1% |
| Admin fee / account holder | $9,775 | $5,957+64.1% | $10,265-4.8% | $5,124+90.8% |