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 | $60,459 | $154,193-60.8% | $130,045-53.5% | $139,466-56.6% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 10.57% | 32.51%-21.9pp | -137.30%+147.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,655 | $6,709-45.5% | $5,820-37.2% | $6,712-45.5% |
| Admin fee / account holder | $6,248 | $13,989-55.3% | $10,600-41.1% | $11,409-45.2% |