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 | $91,248 | $85,766+6.4% | $136,298-33.1% | $70,126+30.1% |
| Participation rate | 85.2% | 74.2%+11.1pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 15.31% | 31.46%-16.1pp | 5156.27%-5141.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,222 | $5,051+23.2% | $6,247-0.4% | $3,332+86.7% |
| Admin fee / account holder | $938 | $5,421-82.7% | $9,244-89.9% | $4,645-79.8% |