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 | $150,197 | $118,708+26.5% | $98,920+51.8% | $158,982-5.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.6pp |
| Annual return | 15.90% | 372.49%-356.6pp | 196.47%-180.6pp | 302.99%-287.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,834 | $5,089+34.3% | $4,245+61.0% | $5,983+14.2% |
| Admin fee / account holder | $6,265 | $10,134-38.2% | $6,643-5.7% | $11,252-44.3% |