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 | $138,889 | $162,136-14.3% | $152,301-8.8% | $154,746-10.2% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 17.09% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,842 | $8,341+66.0% | $8,004+72.9% | $6,730+105.7% |
| Admin fee / account holder | $5,007 | $15,759-68.2% | $14,398-65.2% | $14,365-65.1% |