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 | $19,230 | $93,064-79.3% | $74,577-74.2% | $273,972-93.0% |
| Participation rate | 82.6% | 74.9%+7.7pp | 68.1%+14.5pp | 83.0%-0.4pp |
| Annual return | 7.84% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,934 | $4,160-53.5% | $3,458-44.1% | $5,287-63.4% |
| Admin fee / account holder | $2,382 | $5,273-54.8% | $4,138-42.4% | $10,133-76.5% |