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 | $108,734 | $150,412-27.7% | $120,574-9.8% | $145,884-25.5% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.7pp | 80.3%+11.4pp |
| Annual return | 17.51% | 154.50%-137.0pp | 107.42%-89.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,511 | $6,175+21.6% | $4,996+50.3% | $6,690+12.3% |
| Admin fee / account holder | $392 | $12,224-96.8% | $9,445-95.8% | $13,392-97.1% |