Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $179,500 | $167,533+7.1% | $151,645+18.4% | $134,545+33.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.11% | 7.81%-24.9pp | 3.34%-20.4pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,667 | $8,985+18.7% | $8,363+27.6% | $6,401+66.6% |
| Admin fee / account holder | $5,453 | $13,781-60.4% | $11,614-53.0% | $11,431-52.3% |