Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,526 | $78,520-63.7% | $96,576-70.5% | $82,448-65.4% |
| Participation rate | 73.8% | 77.7%-3.9pp | 81.4%-7.6pp | 68.1%+5.8pp |
| Annual return | 34.61% | 41.30%-6.7pp | 38.47%-3.9pp | 41.64%-7.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,229 | $6,754+36.6% | $7,956+16.0% | $4,139+123.0% |
| Admin fee / account holder | $1,696 | $13,455-87.4% | $11,381-85.1% | $7,234-76.5% |