Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,283 | $109,782-75.1% | $260,467-89.5% | $94,015-71.0% |
| Participation rate | 93.2% | 67.2%+26.0pp | 80.5%+12.8pp | 70.8%+22.4pp |
| Annual return | 19.31% | 18.60%+0.7pp | 100.60%-81.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,151 | $4,044+2.6% | $6,319-34.3% | $4,249-2.3% |
| Admin fee / account holder | $2,076 | $11,958-82.6% | $15,461-86.6% | $8,951-76.8% |