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 | $56,977 | $77,449-26.4% | $69,483-18.0% | $152,909-62.7% |
| Participation rate | 82.4% | 78.1%+4.3pp | 74.6%+7.8pp | 82.5%-0.1pp |
| Annual return | 21.70% | 39.09%-17.4pp | 28.99%-7.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,258 | $4,415+19.1% | $3,537+48.7% | $5,851-10.1% |
| Admin fee / account holder | $1,607 | $6,210-74.1% | $3,841-58.2% | $11,601-86.1% |