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 | $184,389 | $107,353+71.8% | $92,903+98.5% | $152,885+20.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 25.46% | 145.62%-120.2pp | 109.43%-84.0pp | 345.39%-319.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,347 | $4,848-72.2% | $4,238-68.2% | $5,851-77.0% |
| Admin fee / account holder | $1,761 | $7,081-75.1% | $5,795-69.6% | $11,598-84.8% |