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 | $106,694 | $98,776+8.0% | $149,745-28.7% | $79,856+33.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 17.42% | 27.38%-10.0pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,552 | $5,681-37.5% | $6,843-48.1% | $3,741-5.0% |
| Admin fee / account holder | $2,429 | $6,053-59.9% | $9,312-73.9% | $5,306-54.2% |