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 | $32,873 | $76,551-57.1% | $123,894-73.5% | $62,881-47.7% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 10.85% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,377 | $4,840+73.1% | $5,984+40.0% | $3,203+161.6% |
| Admin fee / account holder | $10,537 | $4,826+118.4% | $8,357+26.1% | $4,296+145.3% |