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 | $75,519 | $114,712-34.2% | $173,730-56.5% | $87,485-13.7% |
| Participation rate | 89.5% | 73.0%+16.5pp | 79.6%+9.9pp | 68.9%+20.5pp |
| Annual return | 16.33% | 20.18%-3.9pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,362 | $4,642-49.1% | $6,326-62.7% | $4,274-44.7% |
| Admin fee / account holder | $4,652 | $10,210-54.4% | $17,523-73.5% | $7,775-40.2% |