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 | $208,991 | $95,406+119.1% | $185,849+12.5% | $85,847+143.4% |
| Participation rate | 95.2% | 68.8%+26.5pp | 81.7%+13.5pp | 69.3%+25.9pp |
| Annual return | 12.06% | 23.59%-11.5pp | 122.10%-110.0pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,451 | $3,424+30.0% | $5,569-20.1% | $3,952+12.6% |
| Admin fee / account holder | $6,748 | $7,214-6.5% | $16,244-58.5% | $6,261+7.8% |