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 | $76,843 | $93,598-17.9% | $135,974-43.5% | $75,173+2.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.33% | 30.89%-6.6pp | 68.30%-44.0pp | 160.72%-136.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,713 | $6,405+4.8% | $7,760-13.5% | $4,126+62.7% |
| Admin fee / account holder | $4,719 | $6,978-32.4% | $10,767-56.2% | $5,651-16.5% |