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 | $50,774 | $58,828-13.7% | $78,002-34.9% | $62,881-19.3% |
| Participation rate | 76.3% | 71.1%+5.3pp | 75.5%+0.8pp | 69.3%+7.0pp |
| Annual return | 6.80% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,755 | $2,686+39.8% | $3,497+7.4% | $3,203+17.2% |
| Admin fee / account holder | $4,951 | $4,393+12.7% | $5,481-9.7% | $4,296+15.3% |