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 | $16,204 | $84,236-80.8% | $170,435-90.5% | $70,126-76.9% |
| Participation rate | 75.9% | 70.8%+5.0pp | 83.6%-7.7pp | 69.5%+6.3pp |
| Annual return | 21.61% | 23.06%-1.4pp | 205.94%-184.3pp | 73.15%-51.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,233 | $3,086+4.8% | $4,939-34.5% | $3,332-3.0% |
| Admin fee / account holder | $571 | $5,698-90.0% | $13,881-95.9% | $4,645-87.7% |