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 | $72,670 | $47,479+53.1% | $62,929+15.5% | $82,448-11.9% |
| Participation rate | 74.4% | 66.9%+7.5pp | 73.1%+1.3pp | 68.1%+6.4pp |
| Annual return | 11.58% | 20.34%-8.8pp | 1063.93%-1052.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,949 | $2,870+2.7% | $3,888-24.2% | $4,139-28.8% |
| Admin fee / account holder | $3,722 | $3,804-2.1% | $5,065-26.5% | $7,234-48.5% |