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 | $225,561 | $63,346+256.1% | $92,240+144.5% | $70,126+221.7% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 15.32% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,730 | $2,854+205.9% | $3,897+124.0% | $3,332+162.0% |
| Admin fee / account holder | $851 | $3,841-77.9% | $5,194-83.6% | $4,645-81.7% |