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 | $31,064 | $56,894-45.4% | $84,753-63.3% | $62,881-50.6% |
| Participation rate | 75.8% | 68.5%+7.2pp | 76.6%-0.8pp | 69.3%+6.5pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,072 | $2,709+13.4% | $3,712-17.2% | $3,203-4.1% |
| Admin fee / account holder | $10,500 | $3,581+193.2% | $5,333+96.9% | $4,296+144.4% |