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 | $102,370 | $100,970+1.4% | $96,576+6.0% | $137,256-25.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.15% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,217 | $8,286-61.2% | $7,956-59.6% | $6,407-49.8% |
| Admin fee / account holder | $7,184 | $11,312-36.5% | $11,381-36.9% | $12,270-41.5% |