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 | $161,957 | $51,638+213.6% | $68,368+136.9% | $82,448+96.4% |
| Participation rate | 71.2% | 63.6%+7.6pp | 73.8%-2.5pp | 68.1%+3.2pp |
| Annual return | 16.26% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,656 | $2,914+265.7% | $4,123+158.5% | $4,139+157.4% |
| Admin fee / account holder | $43,347 | $4,643+833.5% | $5,150+741.7% | $7,234+499.2% |