Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,563 | $99,875-61.4% | $146,866-73.7% | $86,983-55.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 22.19% | 28.10%-5.9pp | 102.85%-80.7pp | 25.83%-3.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,751 | $6,322+54.2% | $7,759+25.7% | $4,194+132.5% |
| Admin fee / account holder | $1,611 | $7,838-79.4% | $13,620-88.2% | $7,856-79.5% |