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 | $20,356 | $64,359-68.4% | $90,161-77.4% | $70,126-71.0% |
| Participation rate | 73.6% | 70.4%+3.2pp | 76.9%-3.2pp | 69.5%+4.1pp |
| Annual return | 81.79% | 28.13%+53.7pp | 34.89%+46.9pp | 73.15%+8.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,391 | $4,389+45.6% | $5,287+20.9% | $3,332+91.8% |
| Admin fee / account holder | $788 | $3,945-80.0% | $5,943-86.7% | $4,645-83.0% |