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 | $162,064 | $56,134+188.7% | $96,192+68.5% | $85,851+88.8% |
| Participation rate | 88.1% | 56.7%+31.4pp | 68.4%+19.7pp | 69.3%+18.8pp |
| Annual return | 20.08% | 42.30%-22.2pp | 192.09%-172.0pp | 318.63%-298.6pp |
| Employer contribution / active EE | $194 | $1,620-88.0% | $2,799-93.1% | $2,565-92.4% |
| Participant deferral / active EE | $5,166 | $2,858+80.8% | $4,351+18.7% | $3,952+30.7% |
| Admin fee / account holder | $10,939 | $3,769+190.2% | $5,539+97.5% | $6,261+74.7% |