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 | $201,688 | $69,248+191.3% | $64,101+214.6% | $139,466+44.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.78% | 45.95%-35.2pp | 33.72%-22.9pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,950 | $4,682+176.6% | $3,881+233.7% | $6,712+92.9% |
| Admin fee / account holder | $15,005 | $4,247+253.3% | $3,070+388.7% | $11,409+31.5% |