Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,125 | $58,057-44.7% | $97,032-66.9% | $86,983-63.1% |
| Participation rate | 98.4% | 60.4%+38.0pp | 71.6%+26.8pp | 69.5%+28.8pp |
| Annual return | 26.99% | 22.26%+4.7pp | 35.38%-8.4pp | 25.83%+1.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,967 | $3,244+238.1% | $4,672+134.7% | $4,194+161.5% |
| Admin fee / account holder | $7,180 | $4,839+48.4% | $9,418-23.8% | $7,856-8.6% |