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 | $163,339 | $55,457+194.5% | $77,361+111.1% | $94,015+73.7% |
| Participation rate | 72.5% | 69.8%+2.7pp | 75.0%-2.5pp | 70.8%+1.7pp |
| Annual return | 11.27% | 15.57%-4.3pp | 1011.54%-1000.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,344 | $3,069+74.1% | $3,911+36.6% | $4,249+25.7% |
| Admin fee / account holder | $4,844 | $4,334+11.8% | $5,894-17.8% | $8,951-45.9% |