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 | $148,872 | $76,000+95.9% | $154,111-3.4% | $64,186+131.9% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | 2.09% | 30.32%-28.2pp | 735.15%-733.1pp | 7.63%-5.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,954 | $3,175+87.5% | $5,081+17.2% | $3,470+71.6% |
| Admin fee / account holder | $2,655 | $5,596-52.5% | $13,411-80.2% | $4,888-45.7% |