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 | $43,465 | $81,358-46.6% | $155,556-72.1% | $80,959-46.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 29.22% | 33.39%-4.2pp | 64.84%-35.6pp | 35.67%-6.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,912 | $3,455+13.2% | $5,631-30.5% | $4,300-9.0% |
| Admin fee / account holder | $40,388 | $7,994+405.3% | $15,885+154.3% | $6,925+483.2% |