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 | $81,457 | $102,393-20.4% | $147,041-44.6% | $80,911+0.7% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 17.19% | 134.95%-117.8pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $552 | $3,715-85.2% | $4,935-88.8% | $2,756-80.0% |
| Participant deferral / active EE | $4,969 | $6,647-25.2% | $8,071-38.4% | $4,297+15.6% |
| Admin fee / account holder | $2,581 | $7,943-67.5% | $13,006-80.2% | $6,935-62.8% |