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 | $157,271 | $87,834+79.1% | $133,975+17.4% | $62,881+150.1% |
| Participation rate | 85.1% | 83.4%+1.7pp | 87.1%-2.0pp | 69.3%+15.8pp |
| Annual return | 5.81% | 12.05%-6.2pp | 29.29%-23.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,046 | $4,812-36.7% | $6,282-51.5% | $3,203-4.9% |
| Admin fee / account holder | $4,765 | $5,372-11.3% | $9,324-48.9% | $4,296+10.9% |