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 | $34,506 | $53,128-35.1% | $86,582-60.1% | $70,126-50.8% |
| Participation rate | 85.0% | 65.3%+19.7pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 14.97% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,652 | $2,695+72.6% | $3,609+28.9% | $3,332+39.6% |
| Admin fee / account holder | $8,799 | $3,584+145.5% | $4,904+79.4% | $4,645+89.4% |