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 | $9,871 | $58,311-83.1% | $81,882-87.9% | $80,959-87.8% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.4%+12.8pp | 67.7%+17.5pp |
| Annual return | 11.34% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,765 | $3,287-46.3% | $4,323-59.2% | $4,300-58.9% |
| Admin fee / account holder | $1,696 | $4,752-64.3% | $7,360-77.0% | $6,925-75.5% |