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 | $21,792 | $81,487-73.3% | $102,412-78.7% | $80,935-73.1% |
| Participation rate | 82.9% | 66.8%+16.0pp | 74.5%+8.4pp | 67.7%+15.2pp |
| Annual return | 10.80% | 25.60%-14.8pp | 24.94%-14.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $571 | $3,103-81.6% | $3,870-85.2% | $2,757-79.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,982 | $6,717-55.6% | $8,388-64.4% | $6,924-56.9% |