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 | $158,960 | $102,393+55.2% | $147,041+8.1% | $80,911+96.5% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 28.84% | 134.95%-106.1pp | 419.21%-390.4pp | 35.63%-6.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,076 | $6,647+51.6% | $8,071+24.8% | $4,297+134.5% |
| Admin fee / account holder | $1,956 | $7,943-75.4% | $13,006-85.0% | $6,935-71.8% |