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 | $80,580 | $81,487-1.1% | $102,412-21.3% | $80,935-0.4% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 11.44% | 25.60%-14.2pp | 24.94%-13.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,324 | $3,871+11.7% | $5,060-14.5% | $4,299+0.6% |
| Admin fee / account holder | $23,244 | $6,717+246.0% | $8,388+177.1% | $6,924+235.7% |