Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,660 | $77,358-15.1% | $102,184-35.7% | $87,485-24.9% |
| Participation rate | 93.9% | 78.7%+15.3pp | 82.6%+11.3pp | 68.9%+25.0pp |
| Annual return | 19.32% | 41.11%-21.8pp | 31.58%-12.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,471 | $6,753+173.5% | $8,309+122.3% | $4,274+332.2% |
| Admin fee / account holder | $6,033 | $6,809-11.4% | $11,609-48.0% | $7,775-22.4% |