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 | $72,670 | $55,457+31.0% | $77,361-6.1% | $94,015-22.7% |
| Participation rate | 74.4% | 69.8%+4.6pp | 75.0%-0.6pp | 70.8%+3.6pp |
| Annual return | 11.58% | 15.57%-4.0pp | 1011.54%-1000.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,949 | $3,069-3.9% | $3,911-24.6% | $4,249-30.6% |
| Admin fee / account holder | $3,722 | $4,334-14.1% | $5,894-36.8% | $8,951-58.4% |