Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,547 | $117,746-60.5% | $256,809-81.9% | $69,733-33.2% |
| Participation rate | 93.2% | 77.1%+16.1pp | 88.5%+4.7pp | 62.5%+30.8pp |
| Annual return | 29.07% | 18.13%+10.9pp | 32.73%-3.7pp | 15.22%+13.8pp |
| Employer contribution / active EE | $0 | $4,123-100.0% | $7,263-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $8,328 | $5,632+47.9% | $9,520-12.5% | $3,054+172.6% |
| Admin fee / account holder | $4,324 | $4,334-0.2% | $25,146-82.8% | $3,102+39.4% |