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 | $75,825 | $89,364-15.2% | $141,177-46.3% | $72,983+3.9% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 29.40% | 111.86%-82.5pp | 71.40%-42.0pp | 81.01%-51.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,619 | $5,419+59.1% | $6,710+28.5% | $3,608+138.9% |
| Admin fee / account holder | $10,260 | $5,959+72.2% | $10,2630% | $5,124+100.2% |