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 | $17,683 | $90,486-80.5% | $78,676-77.5% | $273,972-93.5% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | 8.00% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,223 | $3,901-68.6% | $3,517-65.2% | $5,287-76.9% |
| Admin fee / account holder | $2,234 | $5,263-57.6% | $4,510-50.5% | $10,133-78.0% |