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 | $57,386 | $65,364-12.2% | $92,909-38.2% | $72,975-21.4% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 23.28% | 42.11%-18.8pp | 109.44%-86.2pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,235 | $3,128+99.3% | $4,238+47.1% | $3,608+72.8% |
| Admin fee / account holder | $10,500 | $4,251+147.0% | $5,795+81.2% | $5,124+104.9% |