Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,711 | $108,882-64.4% | $96,754-60.0% | $154,746-75.0% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 20.23% | 98.39%-78.2pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,530 | $5,323+3.9% | $4,758+16.2% | $6,730-17.8% |
| Admin fee / account holder | $16,524 | $10,200+62.0% | $8,905+85.6% | $14,365+15.0% |