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 | $65,903 | $99,875-34.0% | $146,866-55.1% | $86,983-24.2% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 30.22% | 28.10%+2.1pp | 102.85%-72.6pp | 25.83%+4.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,319 | $6,322+94.9% | $7,759+58.8% | $4,194+193.8% |
| Admin fee / account holder | $3,654 | $7,838-53.4% | $13,620-73.2% | $7,856-53.5% |