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 | $77,952 | $105,145-25.9% | $94,664-17.7% | $139,466-44.1% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 16.38% | 38.09%-21.7pp | 156.84%-140.5pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,309 | $7,599-30.1% | $7,417-28.4% | $6,712-20.9% |
| Admin fee / account holder | $6,178 | $8,972-31.1% | $7,222-14.5% | $11,409-45.9% |