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 | $88,491 | $98,766-10.4% | $149,730-40.9% | $79,852+10.8% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.5%+2.5pp | 69.6%+15.3pp |
| Annual return | 13.00% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,612 | $5,681+16.4% | $6,843-3.4% | $3,740+76.8% |
| Admin fee / account holder | $2,906 | $6,052-52.0% | $9,310-68.8% | $5,306-45.2% |