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 | $142,584 | $166,089-14.2% | $164,928-13.5% | $145,978-2.3% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 26.68% | 100.26%-73.6pp | 70.08%-43.4pp | 550.52%-523.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,611 | $6,961-5.0% | $6,034+9.6% | $6,690-1.2% |
| Admin fee / account holder | $2,744 | $16,641-83.5% | $12,684-78.4% | $13,400-79.5% |