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 | $83,686 | $84,953-1.5% | $163,379-48.8% | $82,637+1.3% |
| Participation rate | 97.1% | 65.9%+31.1pp | 76.8%+20.2pp | 68.1%+29.0pp |
| Annual return | 18.28% | 23.07%-4.8pp | 63.41%-45.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,436 | $4,326+210.6% | $6,282+113.9% | $4,126+225.6% |
| Admin fee / account holder | $5,876 | $7,921-25.8% | $9,818-40.1% | $7,339-19.9% |