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 | $172,815 | $88,672+94.9% | $105,223+64.2% | $82,448+109.6% |
| Participation rate | 97.7% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 16.27% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $12 | $3,048-99.6% | $3,689-99.7% | $2,551-99.5% |
| Participant deferral / active EE | $10,498 | $4,036+160.1% | $5,072+107.0% | $4,139+153.6% |
| Admin fee / account holder | $12,200 | $7,146+70.7% | $8,859+37.7% | $7,234+68.6% |