Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,334 | $114,013-83.9% | $103,693-82.3% | $155,188-88.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.0pp | 80.8%+3.8pp |
| Annual return | 14.58% | 49.31%-34.7pp | 47.61%-33.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,660 | $4,970+13.9% | $4,579+23.6% | $6,531-13.3% |
| Admin fee / account holder | $11,028 | $8,407+31.2% | $7,858+40.3% | $14,480-23.8% |