Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,117 | $141,004-78.6% | $112,273-73.2% | $139,456-78.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.51% | 32.75%-18.2pp | 30.23%-15.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,460 | $5,878-75.2% | $4,800-69.6% | $6,711-78.2% |
| Admin fee / account holder | $7,923 | $9,959-20.4% | $7,752+2.2% | $11,407-30.5% |