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 | $142,139 | $61,816+129.9% | $97,260+46.1% | $80,935+75.6% |
| Participation rate | 86.5% | 63.5%+23.0pp | 72.7%+13.8pp | 67.7%+18.8pp |
| Annual return | 17.17% | -558.73%+575.9pp | 75.54%-58.4pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,377 | $3,027+176.8% | $4,262+96.6% | $4,299+94.8% |
| Admin fee / account holder | $1,221 | $5,166-76.4% | $5,640-78.4% | $6,924-82.4% |