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 | $51,831 | $93,598-44.6% | $135,974-61.9% | $75,173-31.1% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 20.00% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,185 | $6,405+105.8% | $7,760+69.9% | $4,126+219.5% |
| Admin fee / account holder | $9,297 | $6,978+33.2% | $10,767-13.6% | $5,651+64.5% |