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 | $132,151 | $58,523+125.8% | $99,470+32.9% | $72,983+81.1% |
| Participation rate | 88.5% | 64.6%+23.8pp | 73.8%+14.6pp | 69.5%+19.0pp |
| Annual return | 23.76% | 28.51%-4.8pp | 30.72%-7.0pp | 81.01%-57.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,545 | $2,606+112.8% | $3,619+53.2% | $3,608+53.7% |
| Admin fee / account holder | $17,951 | $4,102+337.6% | $6,252+187.1% | $5,124+250.3% |