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 | $229,602 | $159,978+43.5% | $147,041+56.1% | $145,978+57.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.40% | 98.36%-79.0pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,650 | $8,429+38.2% | $8,071+44.3% | $6,690+74.1% |
| Admin fee / account holder | $6,497 | $15,053-56.8% | $13,006-50.1% | $13,400-51.5% |