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 | $64,300 | $89,370-28.1% | $141,197-54.5% | $72,976-11.9% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-8.9pp | 69.5%+4.0pp |
| Annual return | 19.52% | 111.88%-92.4pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,433 | $5,419-55.1% | $6,710-63.7% | $3,608-32.6% |
| Admin fee / account holder | $684 | $5,957-88.5% | $10,265-93.3% | $5,124-86.6% |