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 | $128,036 | $77,920+64.3% | $149,723-14.5% | $75,177+70.3% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.0pp | 67.2%+14.6pp |
| Annual return | 20.23% | 31.72%-11.5pp | 134.50%-114.3pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,143 | $3,411+138.7% | $5,682+43.3% | $4,126+97.3% |
| Admin fee / account holder | $3,888 | $5,951-34.7% | $13,215-70.6% | $5,651-31.2% |