Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $95,030 | $132,099-28.1% | $115,599-17.8% | $138,895-31.6% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.3%+7.0pp | 79.9%+1.3pp |
| Annual return | 19.88% | 176.76%-156.9pp | 111.10%-91.2pp | 145.39%-125.5pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,354 | $5,617+48.7% | $4,889+70.9% | $6,396+30.6% |
| Admin fee / account holder | $600 | $15,650-96.2% | $12,841-95.3% | $12,562-95.2% |