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 | $15,275 | $57,575-73.5% | $124,067-87.7% | $86,983-82.4% |
| Participation rate | 73.5% | 62.3%+11.3pp | 66.9%+6.6pp | 69.5%+4.0pp |
| Annual return | 24.64% | 19.65%+5.0pp | 31.06%-6.4pp | 25.83%-1.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,166-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,795 | $2,623+44.7% | $3,463+9.6% | $4,194-9.5% |
| Admin fee / account holder | $4,264 | $8,506-49.9% | $7,351-42.0% | $7,856-45.7% |