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 | $172,928 | $162,821+6.2% | $133,978+29.1% | $158,982+8.8% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 9.97% | 41.95%-32.0pp | 45.10%-35.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $316 | $4,976-93.7% | $3,919-91.9% | $4,763-93.4% |
| Participant deferral / active EE | $4,228 | $5,910-28.5% | $5,047-16.2% | $5,983-29.3% |
| Admin fee / account holder | $50,744 | $11,742+332.2% | $8,930+468.2% | $11,252+351.0% |