Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,760 | $81,358-40.1% | $155,556-68.7% | $80,959-39.8% |
| Participation rate | 84.8% | 66.3%+18.5pp | 78.2%+6.6pp | 67.7%+17.1pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,395 | $3,455-59.6% | $5,631-75.2% | $4,300-67.6% |
| Admin fee / account holder | $2,613 | $7,994-67.3% | $15,885-83.6% | $6,925-62.3% |