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 | $213,460 | $146,267+45.9% | $197,124+8.3% | $82,448+158.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.91% | 29.61%-10.7pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,192 | $7,035+116.0% | $9,135+66.3% | $4,139+267.0% |
| Admin fee / account holder | $2,582 | $14,422-82.1% | $16,298-84.2% | $7,234-64.3% |