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 | $20,675 | $91,179-77.3% | $178,499-88.4% | $79,852-74.1% |
| Participation rate | 71.0% | 69.2%+1.8pp | 81.9%-11.0pp | 69.6%+1.3pp |
| Annual return | 10.11% | 24.19%-14.1pp | 151.10%-141.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,542 | $3,236-52.3% | $5,202-70.4% | $3,740-58.8% |
| Admin fee / account holder | $1,176 | $6,749-82.6% | $13,986-91.6% | $5,306-77.8% |