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 | $240,700 | $102,382+135.1% | $147,005+63.7% | $80,874+197.6% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 12.51% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,462 | $6,646+42.4% | $8,070+17.3% | $4,297+120.2% |
| Admin fee / account holder | $39,574 | $7,942+398.3% | $13,006+204.3% | $6,935+470.6% |