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 | $53,893 | $39,132+37.7% | $57,196-5.8% | $62,881-14.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.59% | 9.24%-0.6pp | 14.59%-6.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,577 | $2,374+92.8% | $3,096+47.8% | $3,203+42.9% |
| Admin fee / account holder | $1,157 | $2,594-55.4% | $3,141-63.2% | $4,296-73.1% |