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 | $154,060 | $63,861+141.2% | $104,625+47.2% | $79,852+92.9% |
| Participation rate | 92.3% | 64.9%+27.4pp | 74.1%+18.2pp | 69.6%+22.7pp |
| Annual return | 14.67% | 21.30%-6.6pp | 340.60%-325.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,085 | $2,693+237.3% | $3,738+143.1% | $3,740+142.9% |
| Admin fee / account holder | $16,854 | $4,185+302.7% | $6,465+160.7% | $5,306+217.6% |