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 | $54,223 | $55,457-2.2% | $77,361-29.9% | $94,015-42.3% |
| Participation rate | 97.5% | 69.8%+27.7pp | 75.0%+22.5pp | 70.8%+26.7pp |
| Annual return | 13.87% | 15.57%-1.7pp | 1011.54%-997.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,383 | $3,069-22.4% | $3,911-39.1% | $4,249-43.9% |
| Admin fee / account holder | $2,661 | $4,334-38.6% | $5,894-54.8% | $8,951-70.3% |