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 | $194,560 | $102,385+90.0% | $147,080+32.3% | $80,935+140.4% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 15.01% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.6pp |
| Employer contribution / active EE | $5 | $3,717-99.9% | $4,933-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $15,429 | $6,651+132.0% | $8,066+91.3% | $4,299+258.9% |
| Admin fee / account holder | $21,277 | $7,951+167.6% | $12,989+63.8% | $6,924+207.3% |