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 | $30,949 | $100,970-69.3% | $96,576-68.0% | $137,256-77.5% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 24.29% | 38.16%-13.9pp | 38.47%-14.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,455 | $8,286-46.2% | $7,956-44.0% | $6,407-30.5% |
| Admin fee / account holder | $3,913 | $11,312-65.4% | $11,381-65.6% | $12,270-68.1% |