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 | $166,396 | $89,367+86.2% | $141,191+17.9% | $72,975+128.0% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 21.24% | 111.87%-90.6pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,170 | $5,419+13.9% | $6,710-8.1% | $3,608+71.0% |
| Admin fee / account holder | $8,351 | $5,957+40.2% | $10,264-18.6% | $5,124+63.0% |