Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,900 | $75,541-30.0% | $152,093-65.2% | $82,637-36.0% |
| Participation rate | 94.3% | 66.5%+27.7pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 38.79% | 32.56%+6.2pp | 66.36%-27.6pp | 53.51%-14.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,815 | $3,206+299.8% | $5,451+135.1% | $4,126+210.6% |
| Admin fee / account holder | $1,659 | $6,405-74.1% | $14,497-88.6% | $7,339-77.4% |