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 | $241,341 | $146,267+65.0% | $197,124+22.4% | $82,448+192.7% |
| Participation rate | 97.0% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+28.9pp |
| Annual return | 13.12% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,133 | $7,035+115.1% | $9,135+65.7% | $4,139+265.6% |
| Admin fee / account holder | $6,762 | $14,422-53.1% | $16,298-58.5% | $7,234-6.5% |