Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,486 | $201,370-56.6% | $184,256-52.5% | $145,897-40.0% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.6pp |
| Annual return | 18.16% | 29.05%-10.9pp | 28.85%-10.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,005 | $9,808+175.3% | $9,133+195.7% | $6,689+303.7% |
| Admin fee / account holder | $21,635 | $16,364+32.2% | $13,899+55.7% | $13,390+61.6% |