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 | $90,887 | $124,336-26.9% | $111,303-18.3% | $167,518-45.7% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 9.68% | 37.45%-27.8pp | 54.66%-45.0pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,378 | $5,181+3.8% | $4,487+19.8% | $6,342-15.2% |
| Admin fee / account holder | $6,880 | $10,623-35.2% | $7,966-13.6% | $12,312-44.1% |