Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,525 | $106,864-68.6% | $147,318-77.2% | $82,637-59.4% |
| Participation rate | 88.6% | 75.5%+13.1pp | 82.1%+6.5pp | 68.1%+20.5pp |
| Annual return | 15.26% | 27.49%-12.2pp | 70.43%-55.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14,223 | $6,496+119.0% | $7,906+79.9% | $4,126+244.7% |
| Admin fee / account holder | $19,112 | $8,415+127.1% | $13,708+39.4% | $7,339+160.4% |