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 | $216,431 | $89,367+142.2% | $141,191+53.3% | $72,975+196.6% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 24.40% | 111.87%-87.5pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,005 | $5,419+47.7% | $6,710+19.3% | $3,608+121.9% |
| Admin fee / account holder | $30,230 | $5,957+407.5% | $10,264+194.5% | $5,124+490.0% |