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 | $32,974 | $106,749-69.1% | $145,433-77.3% | $82,448-60.0% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 19.30% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,270 | $6,519-3.8% | $7,897-20.6% | $4,139+51.5% |
| Admin fee / account holder | $2,147 | $8,390-74.4% | $13,129-83.7% | $7,234-70.3% |