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 | $32,046 | $81,457-60.7% | $103,378-69.0% | $80,911-60.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.13% | 25.58%-11.4pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $216 | $3,107-93.1% | $3,870-94.4% | $2,756-92.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,498 | $6,717-77.7% | $8,401-82.2% | $6,935-78.4% |