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 | $235,595 | $107,944+118.3% | $91,994+156.1% | $152,885+54.1% |
| Participation rate | 87.0% | 81.2%+5.8pp | 78.6%+8.3pp | 82.5%+4.5pp |
| Annual return | 25.55% | 89.26%-63.7pp | 69.03%-43.5pp | 345.39%-319.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,947 | $6,365+56.3% | $5,923+67.9% | $5,851+70.0% |
| Admin fee / account holder | $19,116 | $10,521+81.7% | $7,743+146.9% | $11,598+64.8% |