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 | $102,385+87.3% | $147,080+30.4% | $80,935+136.9% |
| Participation rate | 72.4% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.8pp |
| Annual return | 16.68% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,988 | $6,651+110.3% | $8,066+73.4% | $4,299+225.3% |
| Admin fee / account holder | $8,444 | $7,951+6.2% | $12,989-35.0% | $6,924+22.0% |