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 | $67,885 | $75,183-9.7% | $123,894-45.2% | $55,167+23.1% |
| Participation rate | 74.0% | 72.8%+1.2pp | 81.4%-7.4pp | 69.0%+5.0pp |
| Annual return | 18.10% | 19.01%-0.9pp | 47.52%-29.4pp | 169.23%-151.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $10,998 | $5,084+116.3% | $5,984+83.8% | $3,054+260.1% |
| Admin fee / account holder | $4,069 | $663+514.1% | $8,357-51.3% | $504+707.4% |