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 | $67,701 | $162,821-58.4% | $133,978-49.5% | $158,982-57.4% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 16.17% | 41.95%-25.8pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,082 | $5,910-64.8% | $5,047-58.7% | $5,983-65.2% |
| Admin fee / account holder | $2,108 | $11,742-82.0% | $8,930-76.4% | $11,252-81.3% |