Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,504 | $79,557-34.0% | $118,746-55.8% | $70,126-25.1% |
| Participation rate | 78.6% | 71.4%+7.2pp | 78.3%+0.3pp | 69.5%+9.0pp |
| Annual return | 15.19% | 25.64%-10.5pp | 24.54%-9.4pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,739 | $4,089-8.6% | $5,332-29.9% | $3,332+12.2% |
| Admin fee / account holder | $2,187 | $5,374-59.3% | $10,720-79.6% | $4,645-52.9% |