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 | $90,868 | $124,980-27.3% | $108,359-16.1% | $154,746-41.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 12.88% | 45.00%-32.1pp | 36.89%-24.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,022 | $4,743-15.2% | $4,137-2.8% | $6,730-40.2% |
| Admin fee / account holder | $29,981 | $11,502+160.7% | $9,741+207.8% | $14,365+108.7% |