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 | $27,601 | $109,372-74.8% | $89,414-69.1% | $158,966-82.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 10.09% | 345.55%-335.5pp | 245.50%-235.4pp | 302.95%-292.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,546 | $4,598-44.6% | $3,890-34.5% | $5,983-57.4% |
| Admin fee / account holder | $6,595 | $6,156+7.1% | $4,883+35.1% | $11,250-41.4% |