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 | $105,471 | $152,460-30.8% | $118,746-11.2% | $147,586-28.5% |
| Participation rate | 71.4% | 82.3%-10.8pp | 78.3%-6.8pp | 82.8%-11.4pp |
| Annual return | 17.46% | 17.41%0pp | 24.54%-7.1pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,365 | $6,212+50.7% | $5,332+75.6% | $5,439+72.2% |
| Admin fee / account holder | $4,507 | $16,953-73.4% | $10,720-58.0% | $10,886-58.6% |