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 | $52,444 | $55,902-6.2% | $76,030-31.0% | $80,959-35.2% |
| Participation rate | 72.4% | 62.1%+10.3pp | 69.1%+3.4pp | 67.7%+4.7pp |
| Annual return | 11.39% | 20.59%-9.2pp | 361.54%-350.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,912 | $3,051-4.6% | $4,257-31.6% | $4,300-32.3% |
| Admin fee / account holder | $676 | $5,239-87.1% | $6,421-89.5% | $6,925-90.2% |