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 | $73,705 | $106,864-31.0% | $147,318-50.0% | $82,637-10.8% |
| Participation rate | 77.3% | 75.5%+1.8pp | 82.1%-4.8pp | 68.1%+9.2pp |
| Annual return | 23.47% | 27.49%-4.0pp | 70.43%-47.0pp | 53.51%-30.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,861 | $6,496+21.0% | $7,906-0.6% | $4,126+90.5% |
| Admin fee / account holder | $1,114 | $8,415-86.8% | $13,708-91.9% | $7,339-84.8% |