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 | $190,233 | $98,766+92.6% | $149,730+27.1% | $79,852+138.2% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.8pp |
| Annual return | 12.85% | 27.43%-14.6pp | 276.70%-263.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,273 | $5,681+80.8% | $6,843+50.1% | $3,740+174.7% |
| Admin fee / account holder | $19,933 | $6,052+229.3% | $9,310+114.1% | $5,306+275.6% |