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 | $28,658 | $46,534-38.4% | $64,097-55.3% | $75,177-61.9% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 15.13% | 26.07%-10.9pp | 33.75%-18.6pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,763 | $2,835-37.8% | $3,881-54.6% | $4,126-57.3% |
| Admin fee / account holder | $5,006 | $2,957+69.3% | $3,070+63.1% | $5,651-11.4% |