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 | $117,833 | $73,518+60.3% | $63,003+87.0% | $147,585-20.2% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.8%+20.4pp | 82.8%+12.4pp |
| Annual return | 30.90% | 175.46%-144.6pp | 87.59%-56.7pp | 578.57%-547.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,884 | $4,183+184.1% | $3,329+257.0% | $5,439+118.5% |
| Admin fee / account holder | $2,407 | $5,952-59.6% | $3,600-33.1% | $10,885-77.9% |