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 | $7,842 | $63,703-87.7% | $93,063-91.6% | $82,448-90.5% |
| Participation rate | 89.6% | 63.8%+25.8pp | 72.1%+17.5pp | 68.1%+21.5pp |
| Annual return | 26.36% | -775.43%+801.8pp | 34.15%-7.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,562 | $2,919+22.0% | $3,958-10.0% | $4,139-14.0% |
| Admin fee / account holder | $816 | $5,982-86.4% | $6,033-86.5% | $7,234-88.7% |