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 | $105,560 | $157,296-32.9% | $141,191-25.2% | $152,897-31.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.32% | 64.34%-49.0pp | 71.41%-56.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $31,895 | $12,125+163.1% | $10,264+210.7% | $11,599+175.0% |