Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,757 | $23,330-36.7% | $64,489-77.1% | $82,448-82.1% |
| Participation rate | 95.3% | 68.3%+27.1pp | 67.7%+27.7pp | 68.1%+27.3pp |
| Annual return | 14.84% | 83.66%-68.8pp | 55.03%-40.2pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,781 | $1,707+121.5% | $2,778+36.1% | $4,139-8.6% |
| Admin fee / account holder | $817 | $2,946-72.3% | $4,260-80.8% | $7,234-88.7% |