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 | $171,350 | $102,385+67.4% | $147,080+16.5% | $80,935+111.7% |
| Participation rate | 91.2% | 75.9%+15.4pp | 82.2%+9.0pp | 67.7%+23.6pp |
| Annual return | 16.53% | 135.09%-118.6pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,374 | $6,651-4.2% | $8,066-21.0% | $4,299+48.2% |
| Admin fee / account holder | $19,102 | $7,951+140.2% | $12,989+47.1% | $6,924+175.9% |