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 | $56,375 | $67,602-16.6% | $82,312-31.5% | $70,126-19.6% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.3pp |
| Annual return | 14.70% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,859 | $2,987-4.3% | $3,706-22.9% | $3,332-14.2% |
| Admin fee / account holder | $2,670 | $4,512-40.8% | $5,608-52.4% | $4,645-42.5% |