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 | $59,241 | $175,036-66.2% | $96,576-38.7% | - |
| Participation rate | 92.9% | 60.2%+32.7pp | 81.4%+11.5pp | - |
| Annual return | 25.96% | 15.04%+10.9pp | 38.47%-12.5pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,553-100.0% | - |
| Participant deferral / active EE | $6,705 | $3,720+80.3% | $7,956-15.7% | - |
| Admin fee / account holder | $23,765 | $23,923-0.7% | $11,381+108.8% | - |