Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,685 | $88,360-55.1% | $145,433-72.7% | $67,986-41.6% |
| Participation rate | 90.0% | 65.5%+24.5pp | 82.1%+7.9pp | 57.2%+32.8pp |
| Annual return | 34.92% | 63.15%-28.2pp | 66.58%-31.7pp | 31.67%+3.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $9,420 | $5,932+58.8% | $7,897+19.3% | $3,358+180.5% |
| Admin fee / account holder | $6,576 | $3,313+98.5% | $13,129-49.9% | $3,203+105.3% |