Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,929 | $138,312-45.8% | $122,979-39.1% | $155,188-51.7% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 15.80% | 22.06%-6.3pp | 20.12%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,605 | $5,592+250.6% | $5,003+291.9% | $6,531+200.2% |
| Admin fee / account holder | $21,189 | $15,089+40.4% | $12,864+64.7% | $14,480+46.3% |