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 | $107,570 | $151,427-29.0% | $112,860-4.7% | $154,746-30.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 5.21% | 30.95%-25.7pp | 35.26%-30.0pp | 172.34%-167.1pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,677 | $4,285-14.2% | $3,493+5.3% | $6,730-45.4% |
| Admin fee / account holder | $9,074 | $7,369+23.1% | $6,841+32.6% | $14,365-36.8% |