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 | $73,264 | $49,891+46.8% | $80,607-9.1% | $75,181-2.5% |
| Participation rate | 85.4% | 55.3%+30.0pp | 67.0%+18.4pp | 67.2%+18.2pp |
| Annual return | 18.39% | 34.67%-16.3pp | 936.11%-917.7pp | 160.69%-142.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,976 | $2,991+99.8% | $4,448+34.4% | $4,126+44.9% |
| Admin fee / account holder | $2,882 | $3,578-19.4% | $5,379-46.4% | $5,650-49.0% |