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 | $78,728 | $82,028-4.0% | $123,105-36.0% | $59,633+32.0% |
| Participation rate | 94.4% | 83.2%+11.2pp | 86.8%+7.7pp | 68.7%+25.8pp |
| Annual return | 1.41% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,725 | $4,667+87.0% | $6,229+40.1% | $3,192+173.4% |
| Admin fee / account holder | $2,781 | $5,879-52.7% | $9,014-69.1% | $4,297-35.3% |