Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,294 | $95,404-52.5% | $113,397-60.1% | $82,637-45.2% |
| Participation rate | 82.8% | 72.8%+9.9pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 16.90% | 19.08%-2.2pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,254 | $4,220+214.1% | $5,076+161.1% | $4,126+221.2% |
| Admin fee / account holder | $10,245 | $9,168+11.7% | $11,957-14.3% | $7,339+39.6% |