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 | $127,928 | $115,225+11.0% | $100,712+27.0% | $138,895-7.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.76% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,112 | $4,699-33.8% | $4,085-23.8% | $6,396-51.3% |
| Admin fee / account holder | $619 | $10,844-94.3% | $9,256-93.3% | $12,562-95.1% |