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 | $52,503 | $76,407-31.3% | $150,298-65.1% | $82,448-36.3% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 33.98% | 39.99%-6.0pp | 62.79%-28.8pp | 41.64%-7.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,304 | $3,214+407.2% | $5,453+199.0% | $4,139+293.9% |
| Admin fee / account holder | $3,002 | $6,352-52.7% | $14,116-78.7% | $7,234-58.5% |