Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $83,152 | $73,787+12.7% | $98,716-15.8% | $82,448+0.9% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 22.70% | 18.57%+4.1pp | 31.81%-9.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,869 | $3,081+350.1% | $4,048+242.7% | $4,139+235.1% |
| Admin fee / account holder | $1,350 | $6,500-79.2% | $8,703-84.5% | $7,234-81.3% |