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 | $213,859 | $105,623+102.5% | $87,502+144.4% | $273,972-21.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.13% | 12.26%-8.1pp | 12.21%-8.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,113 | $3,601-41.3% | $3,149-32.9% | $5,287-60.0% |
| Admin fee / account holder | $8,336 | $4,781+74.4% | $4,221+97.5% | $10,133-17.7% |