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 | $159,190 | $98,760+61.2% | $149,715+6.3% | $79,858+99.3% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 12.63% | 27.43%-14.8pp | 276.66%-264.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,946 | $5,681+75.1% | $6,842+45.4% | $3,740+165.9% |
| Admin fee / account holder | $409 | $6,053-93.2% | $9,310-95.6% | $5,306-92.3% |