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 | $107,512 | $176,077-38.9% | $159,455-32.6% | $167,518-35.8% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.76% | 331.83%-321.1pp | 263.63%-252.9pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,243 | $7,751-32.4% | $7,353-28.7% | $6,342-17.3% |
| Admin fee / account holder | $23,693 | $12,556+88.7% | $10,800+119.4% | $12,312+92.4% |