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 | $127,552 | $118,708+7.5% | $98,920+28.9% | $158,982-19.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 8.85% | 372.49%-363.6pp | 196.47%-187.6pp | 302.99%-294.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,248 | $5,089-16.5% | $4,245+0.1% | $5,983-29.0% |
| Admin fee / account holder | $36,548 | $10,134+260.7% | $6,643+450.2% | $11,252+224.8% |