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 | $123,058 | $89,370+37.7% | $141,197-12.8% | $72,976+68.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 22.54% | 111.88%-89.3pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $33 | $3,115-98.9% | $4,736-99.3% | $2,440-98.6% |
| Participant deferral / active EE | $8,332 | $5,419+53.8% | $6,710+24.2% | $3,608+130.9% |
| Admin fee / account holder | $9,505 | $5,957+59.6% | $10,265-7.4% | $5,124+85.5% |