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 | $54,878 | $55,457-1.0% | $77,361-29.1% | $94,015-41.6% |
| Participation rate | 77.4% | 69.8%+7.6pp | 75.0%+2.4pp | 70.8%+6.6pp |
| Annual return | 13.68% | 15.57%-1.9pp | 1011.54%-997.9pp | 17.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,924 | $3,069+27.8% | $3,911+0.3% | $4,249-7.7% |
| Admin fee / account holder | $15,058 | $4,334+247.5% | $5,894+155.5% | $8,951+68.2% |