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 | $248,812 | $73,955+236.4% | $96,520+157.8% | $75,181+231.0% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.8pp | 67.2%+27.9pp |
| Annual return | 13.95% | 26.72%-12.8pp | 35.72%-21.8pp | 160.69%-146.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,760 | $3,659+303.4% | $4,879+202.6% | $4,126+257.8% |
| Admin fee / account holder | $7,254 | $5,217+39.0% | $6,733+7.7% | $5,650+28.4% |