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 | $146,174 | $98,760+48.0% | $149,715-2.4% | $79,858+83.0% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.5%-11.3pp | 69.6%+1.6pp |
| Annual return | 17.06% | 27.43%-10.4pp | 276.66%-259.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,902 | $5,681+21.5% | $6,842+0.9% | $3,740+84.5% |
| Admin fee / account holder | $2,919 | $6,053-51.8% | $9,310-68.6% | $5,306-45.0% |