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 | $141,484 | $81,331+74.0% | $155,534-9.0% | $80,935+74.8% |
| Participation rate | 72.2% | 66.3%+6.0pp | 78.2%-6.0pp | 67.7%+4.6pp |
| Annual return | 20.71% | 33.37%-12.7pp | 64.92%-44.2pp | 35.66%-14.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,120 | $3,454-38.6% | $5,630-62.3% | $4,299-50.7% |
| Admin fee / account holder | $9,220 | $7,999+15.3% | $15,900-42.0% | $6,924+33.2% |