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 | $176,504 | $103,392+70.7% | $87,104+102.6% | $152,897+15.4% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 12.49% | 28.10%-15.6pp | 28.19%-15.7pp | 345.43%-332.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,701 | $4,778-1.6% | $4,048+16.1% | $5,851-19.7% |
| Admin fee / account holder | $9,202 | $12,194-24.5% | $7,491+22.8% | $11,599-20.7% |