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 | $151,035 | $77,419+95.1% | $69,461+117.4% | $152,885-1.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.92% | 39.07%-23.2pp | 28.97%-13.1pp | 345.39%-329.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,606 | $4,414+276.2% | $3,536+369.6% | $5,851+183.8% |
| Admin fee / account holder | $11,740 | $6,207+89.1% | $3,840+205.8% | $11,598+1.2% |