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 | $82,538 | $112,933-26.9% | $90,970-9.3% | $158,982-48.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 15.47% | 215.82%-200.3pp | 134.60%-119.1pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,513 | $4,128-63.4% | $3,373-55.2% | $5,983-74.7% |
| Admin fee / account holder | $5,881 | $8,047-26.9% | $5,961-1.3% | $11,252-47.7% |