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 | $40,375 | $43,344-6.9% | $59,899-32.6% | $64,173-37.1% |
| Participation rate | 85.7% | 69.2%+16.6pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | 8.19% | -1.55%+9.7pp | 3.46%+4.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,799 | $2,547+49.1% | $3,402+11.6% | $3,470+9.5% |
| Admin fee / account holder | $802 | $3,008-73.4% | $3,592-77.7% | $4,887-83.6% |