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 | $28,357 | $78,197-63.7% | $98,090-71.1% | $82,637-65.7% |
| Participation rate | 90.6% | 77.5%+13.2pp | 81.5%+9.1pp | 68.1%+22.6pp |
| Annual return | 17.86% | 40.25%-22.4pp | 37.05%-19.2pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,408 | $6,636+87.0% | $7,845+58.2% | $4,126+200.7% |
| Admin fee / account holder | $14,095 | $14,832-5.0% | $11,815+19.3% | $7,339+92.1% |