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 | $79,899 | $98,240-18.7% | $82,312-2.9% | $147,586-45.9% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 10.68% | 30.85%-20.2pp | 25.88%-15.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,122 | $4,383+16.9% | $3,706+38.2% | $5,439-5.8% |
| Admin fee / account holder | $4,323 | $8,563-49.5% | $5,608-22.9% | $10,886-60.3% |