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 | $131,150 | $157,276-16.6% | $141,177-7.1% | $152,885-14.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 26.71% | 64.33%-37.6pp | 71.40%-44.7pp | 345.39%-318.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,050 | $7,110+41.3% | $6,710+49.8% | $5,851+71.8% |
| Admin fee / account holder | $33,036 | $12,123+172.5% | $10,263+221.9% | $11,598+184.8% |