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 | $60,764 | $110,307-44.9% | $96,576-37.1% | $139,456-56.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 15.13% | 26.40%-11.3pp | 25.87%-10.7pp | 373.45%-358.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,475 | $5,547+52.8% | $4,851+74.7% | $6,711+26.3% |
| Admin fee / account holder | $5,407 | $11,597-53.4% | $8,253-34.5% | $11,407-52.6% |