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 | $37,605 | $102,547-63.3% | $78,210-51.9% | $147,585-74.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 17.22% | 51.08%-33.9pp | 40.90%-23.7pp | 578.58%-561.4pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,378 | $3,481-60.4% | $2,823-51.2% | $5,439-74.7% |
| Admin fee / account holder | $338 | $5,059-93.3% | $3,758-91.0% | $10,886-96.9% |