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 | $120,627 | $148,629-18.8% | $135,982-11.3% | $139,487-13.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.36% | 79.33%-64.0pp | 68.32%-53.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,334 | $8,102-58.8% | $7,760-57.0% | $6,713-50.3% |
| Admin fee / account holder | $3,308 | $12,406-73.3% | $10,767-69.3% | $11,407-71.0% |