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 | $113,438 | $124,330-8.8% | $109,173+3.9% | $167,536-32.3% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 11.42% | 26.04%-14.6pp | 25.75%-14.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,891 | $5,256-45.0% | $4,654-37.9% | $6,342-54.4% |
| Admin fee / account holder | $1,436 | $7,974-82.0% | $6,755-78.7% | $12,315-88.3% |