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 | $200,566 | $109,359+83.4% | $162,185+23.7% | $72,976+174.8% |
| Participation rate | 76.6% | 84.3%-7.7pp | 87.6%-11.0pp | 69.5%+7.1pp |
| Annual return | 23.60% | 25.46%-1.9pp | 115.61%-92.0pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,588 | $5,481+74.9% | $7,297+31.4% | $3,608+165.8% |
| Admin fee / account holder | $67,917 | $7,972+752.0% | $10,844+526.3% | $5,124+1225.4% |