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 | $138,093 | $148,629-7.1% | $135,982+1.6% | $139,487-1.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 18.25% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,204 | $8,102-23.4% | $7,760-20.1% | $6,713-7.6% |
| Admin fee / account holder | $2,456 | $12,406-80.2% | $10,767-77.2% | $11,407-78.5% |