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 | $40,090 | $63,346-36.7% | $92,239-56.5% | $70,124-42.8% |
| Participation rate | 95.2% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.7pp |
| Annual return | 13.93% | 530.19%-516.3pp | 176.29%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,721 | $2,854-39.7% | $3,897-55.8% | $3,332-48.3% |
| Admin fee / account holder | $16,636 | $3,841+333.2% | $5,194+220.3% | $4,645+258.1% |