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 | $87,318 | $85,766+1.8% | $136,298-35.9% | $70,126+24.5% |
| Participation rate | 90.6% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 19.62% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $13,875 | $5,051+174.7% | $6,247+122.1% | $3,332+316.4% |
| Admin fee / account holder | $3,204 | $5,421-40.9% | $9,244-65.3% | $4,645-31.0% |