Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,596 | $105,210-33.9% | $159,487-56.4% | $85,851-18.9% |
| Participation rate | 78.0% | 75.8%+2.3pp | 82.8%-4.8pp | 69.3%+8.7pp |
| Annual return | 21.42% | 45.08%-23.7pp | 263.71%-242.3pp | 318.63%-297.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,255 | $5,946+72.5% | $7,354+39.5% | $3,952+159.5% |
| Admin fee / account holder | $1,755 | $6,934-74.7% | $10,804-83.8% | $6,261-72.0% |