Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $170,655 | $124,314+37.3% | $109,163+56.3% | $167,518+1.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.12% | 26.04%-10.9pp | 25.75%-10.6pp | 478.71%-463.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,744 | $5,256-28.8% | $4,654-19.6% | $6,342-41.0% |
| Admin fee / account holder | $1,908 | $7,973-76.1% | $6,754-71.7% | $12,312-84.5% |