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 | $33,079 | $88,707-62.7% | $74,184-55.4% | $273,972-87.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 3.16% | 11.94%-8.8pp | 17.74%-14.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,024 | $4,212-52.0% | $3,550-43.0% | $5,287-61.7% |
| Admin fee / account holder | $9,497 | $8,717+9.0% | $5,586+70.0% | $10,133-6.3% |