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 | $78,690-33.3% | $161,489-67.5% | $87,485-40.0% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 33.98% | 32.74%+1.2pp | 89.72%-55.7pp | 26.06%+7.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,304 | $3,311+392.5% | $5,630+189.6% | $4,274+281.5% |
| Admin fee / account holder | $3,002 | $6,724-55.4% | $16,006-81.2% | $7,775-61.4% |