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 | $154,346 | $132,310+16.7% | $105,754+45.9% | $273,972-43.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 2.23% | 10.08%-7.9pp | 12.25%-10.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,562 | $6,233+53.4% | $5,326+79.5% | $5,287+80.8% |
| Admin fee / account holder | $25,261 | $12,036+109.9% | $8,309+204.0% | $10,133+149.3% |