Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,916 | $77,472-49.8% | $100,415-61.2% | $80,959-51.9% |
| Participation rate | 94.6% | 76.9%+17.6pp | 81.5%+13.1pp | 67.7%+26.9pp |
| Annual return | 14.70% | 37.26%-22.6pp | 49.47%-34.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,775 | $6,818+102.0% | $8,091+70.2% | $4,300+220.3% |
| Admin fee / account holder | $3,534 | $5,885-40.0% | $7,906-55.3% | $6,925-49.0% |