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 | $88,483 | $102,245-13.5% | $89,340-1.0% | $137,256-35.5% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 13.47% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,524 | $4,436+137.2% | $3,823+175.3% | $6,407+64.3% |
| Admin fee / account holder | $22,305 | $8,085+175.9% | $6,704+232.7% | $12,270+81.8% |