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 | $212,726 | $211,224+0.7% | $178,505+19.2% | $145,897+45.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.84% | 30.28%-14.4pp | 27.16%-11.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,825 | $6,966+26.7% | $6,280+40.5% | $6,689+31.9% |
| Admin fee / account holder | $5,563 | $12,109-54.1% | $10,428-46.7% | $13,390-58.5% |