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 | $125,365 | $202,463-38.1% | $169,397-26.0% | $139,487-10.1% |
| Participation rate | 94.4% | 81.1%+13.3pp | 77.2%+17.3pp | 80.3%+14.1pp |
| Annual return | 11.30% | 532.64%-521.3pp | 406.23%-394.9pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,758 | $6,941-2.6% | $6,223+8.6% | $6,713+0.7% |
| Admin fee / account holder | $5,407 | $10,726-49.6% | $9,017-40.0% | $11,407-52.6% |