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 | $99,675 | $153,311-35.0% | $109,313-8.8% | $273,972-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.25% | 29.86%-22.6pp | 22.07%-14.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,918 | $3,932+25.1% | $3,166+55.3% | $5,287-7.0% |
| Admin fee / account holder | $2,414 | $8,076-70.1% | $5,666-57.4% | $10,133-76.2% |