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 | $194,639 | $133,998+45.3% | $112,263+73.4% | $134,545+44.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.59% | 47.17%-63.8pp | 27.49%-44.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $183 | $4,040-95.5% | $3,636-95.0% | $4,742-96.1% |
| Participant deferral / active EE | $9,273 | $5,292+75.2% | $4,729+96.1% | $6,401+44.9% |
| Admin fee / account holder | $3,130 | $7,493-58.2% | $6,410-51.2% | $11,431-72.6% |