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 | $232,102 | $117,829+97.0% | $102,423+126.6% | $145,877+59.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 16.44% | 31.83%-15.4pp | 29.42%-13.0pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,920 | $5,732+90.5% | $5,054+116.1% | $6,691+63.2% |
| Admin fee / account holder | $3,542 | $13,335-73.4% | $9,455-62.5% | $13,402-73.6% |