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 | $148,609 | $92,798+60.1% | $96,707+53.7% | $137,256+8.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 15.49% | 31.24%-15.8pp | 34.78%-19.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,057 | $5,877-13.9% | $5,997-15.7% | $6,407-21.1% |
| Admin fee / account holder | $4,799 | $7,946-39.6% | $7,503-36.0% | $12,270-60.9% |