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 | $57,565 | $47,479+21.2% | $62,929-8.5% | $82,448-30.2% |
| Participation rate | 81.8% | 66.9%+14.9pp | 73.1%+8.7pp | 68.1%+13.8pp |
| Annual return | 15.99% | 20.34%-4.4pp | 1063.93%-1047.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,195 | $2,870+115.8% | $3,888+59.3% | $4,139+49.7% |
| Admin fee / account holder | $1,499 | $3,804-60.6% | $5,065-70.4% | $7,234-79.3% |