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 | $21,627 | $77,449-72.1% | $69,483-68.9% | $152,909-85.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 27.05% | 39.09%-12.0pp | 28.99%-1.9pp | 345.46%-318.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,693 | $4,415+6.3% | $3,537+32.7% | $5,851-19.8% |
| Admin fee / account holder | $3,283 | $6,210-47.1% | $3,841-14.5% | $11,601-71.7% |