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 | $192,471 | $96,236+100.0% | $133,698+44.0% | $80,959+137.7% |
| Participation rate | 94.3% | 71.2%+23.1pp | 76.4%+17.9pp | 67.7%+26.7pp |
| Annual return | 15.49% | 28.74%-13.2pp | 580.90%-565.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $577 | $3,350-82.8% | $4,218-86.3% | $2,757-79.1% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,510 | $8,250-45.3% | $6,703-32.7% | $6,925-34.9% |