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 | $84,067 | $98,776-14.9% | $149,745-43.9% | $79,856+5.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 17.73% | 27.38%-9.6pp | 276.72%-259.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,351 | $5,681+82.2% | $6,843+51.3% | $3,741+176.7% |
| Admin fee / account holder | $26,178 | $6,053+332.5% | $9,312+181.1% | $5,306+393.3% |