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 | $78,568 | $167,415-53.1% | $140,514-44.1% | $198,609-60.4% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 9.77% | 13.85%-4.1pp | 14.36%-4.6pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,169 | $5,579+82.3% | $4,919+106.8% | $6,977+45.8% |
| Admin fee / account holder | $44,646 | $16,730+166.9% | $13,697+225.9% | $19,030+134.6% |