Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $191,982 | $89,367+114.8% | $141,191+36.0% | $72,975+163.1% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | 24.42% | 111.87%-87.4pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,680 | $5,419+152.5% | $6,710+103.9% | $3,608+279.2% |
| Admin fee / account holder | $7,643 | $5,957+28.3% | $10,264-25.5% | $5,124+49.2% |