Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,896 | $99,875-52.0% | $146,866-67.4% | $86,983-44.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 22.39% | 28.10%-5.7pp | 102.85%-80.5pp | 25.83%-3.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,019 | $6,322+74.3% | $7,759+42.0% | $4,194+162.8% |
| Admin fee / account holder | $6,051 | $7,838-22.8% | $13,620-55.6% | $7,856-23.0% |