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 | $117,626 | $78,707+49.4% | $117,861-0.2% | $70,126+67.7% |
| Participation rate | 92.3% | 73.2%+19.1pp | 79.7%+12.6pp | 69.5%+22.8pp |
| Annual return | 14.38% | 23.30%-8.9pp | 335.11%-320.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,287 | $3,297+60.3% | $4,482+18.0% | $3,332+58.7% |
| Admin fee / account holder | $7,665 | $5,066+51.3% | $8,021-4.4% | $4,645+65.0% |