Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $116,123 | $73,978+57.0% | $96,515+20.3% | $75,173+54.5% |
| Participation rate | 91.4% | 66.4%+25.0pp | 74.3%+17.1pp | 67.2%+24.2pp |
| Annual return | 40.61% | 26.72%+13.9pp | 35.73%+4.9pp | 160.72%-120.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,883 | $3,660+60.7% | $4,880+20.6% | $4,126+42.6% |
| Admin fee / account holder | $13,542 | $5,219+159.5% | $6,735+101.1% | $5,651+139.7% |