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 | $206,470 | $110,337+87.1% | $102,383+101.7% | $145,877+41.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.99% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $5 | $4,216-99.9% | $3,870-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $11,763 | $5,621+109.3% | $5,060+132.5% | $6,691+75.8% |
| Admin fee / account holder | $31,508 | $9,750+223.2% | $8,391+275.5% | $13,402+135.1% |