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 | $191,746 | $102,429+87.2% | $147,096+30.4% | $80,925+136.9% |
| Participation rate | 72.4% | 75.9%-3.4pp | 82.2%-9.8pp | 67.7%+4.8pp |
| Annual return | 16.68% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,988 | $6,649+110.4% | $8,071+73.3% | $4,299+225.4% |
| Admin fee / account holder | $8,444 | $7,957+6.1% | $13,005-35.1% | $6,940+21.7% |