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 | $73,255 | $72,486+1.1% | $87,103-15.9% | $72,976+0.4% |
| Participation rate | 90.3% | 72.8%+17.5pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 22.07% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-58.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,037 | $3,270+54.1% | $4,049+24.4% | $3,608+39.6% |
| Admin fee / account holder | $1,090 | $5,055-78.4% | $7,491-85.5% | $5,124-78.7% |