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 | $82,026 | $110,307-25.6% | $96,576-15.1% | $139,456-41.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 13.93% | 26.40%-12.5pp | 25.87%-11.9pp | 373.45%-359.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,070 | $5,547+27.4% | $4,851+45.7% | $6,711+5.3% |
| Admin fee / account holder | $971 | $11,597-91.6% | $8,253-88.2% | $11,407-91.5% |