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 | $64,337 | $72,177-10.9% | $115,038-44.1% | $59,633+7.9% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | 0.91% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,005 | $4,783+46.5% | $6,026+16.2% | $3,192+119.5% |
| Admin fee / account holder | $1,670 | $4,927-66.1% | $8,175-79.6% | $4,297-61.1% |