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 | $22,410 | $61,605-63.6% | $112,273-80.0% | $75,173-70.2% |
| Participation rate | 95.2% | 61.7%+33.6pp | 72.4%+22.8pp | 67.2%+28.0pp |
| Annual return | 19.31% | 28.47%-9.2pp | 30.23%-10.9pp | 160.72%-141.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,386 | $3,108+137.6% | $4,800+53.9% | $4,126+79.0% |
| Admin fee / account holder | $3,128 | $4,862-35.7% | $7,752-59.6% | $5,651-44.6% |