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 | $110,577 | $98,766+12.0% | $149,730-26.1% | $79,852+38.5% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.3pp | 69.6%+22.2pp |
| Annual return | 14.03% | 27.43%-13.4pp | 276.70%-262.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,289 | $5,681+45.9% | $6,843+21.1% | $3,740+121.6% |
| Admin fee / account holder | $6,226 | $6,052+2.9% | $9,310-33.1% | $5,306+17.3% |