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 | $49,578 | $65,034-23.8% | $90,970-45.5% | $79,856-37.9% |
| Participation rate | 90.9% | 61.6%+29.3pp | 69.0%+21.9pp | 69.6%+21.3pp |
| Annual return | 15.53% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,712 | $2,512+47.7% | $3,373+10.0% | $3,741-0.8% |
| Admin fee / account holder | $4,640 | $4,536+2.3% | $5,961-22.2% | $5,306-12.6% |