Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,206 | $106,524-77.3% | $152,301-84.1% | $87,485-72.3% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.4%-10.4pp | 68.9%+3.1pp |
| Annual return | 21.08% | 26.89%-5.8pp | 80.50%-59.4pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,129 | $6,525-21.4% | $8,004-35.9% | $4,274+20.0% |
| Admin fee / account holder | $782 | $8,287-90.6% | $14,398-94.6% | $7,775-89.9% |