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 | $82,415 | $127,387-35.3% | $115,038-28.4% | $125,389-34.3% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,903 | $6,423+85.3% | $6,026+97.5% | $5,352+122.4% |
| Admin fee / account holder | $711 | $9,516-92.5% | $8,175-91.3% | $9,541-92.6% |