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 | $146,812 | $115,780+26.8% | $101,255+45.0% | $158,931-7.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 28.96% | 56.14%-27.2pp | 46.48%-17.5pp | 302.86%-273.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,616 | $4,958+94.0% | $4,370+120.0% | $5,982+60.7% |
| Admin fee / account holder | $113,217 | $7,246+1462.5% | $5,946+1804.0% | $11,247+906.7% |