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 | $35,439 | $77,492-54.3% | $100,398-64.7% | $80,911-56.2% |
| Participation rate | 93.9% | 76.9%+17.0pp | 81.5%+12.4pp | 67.6%+26.3pp |
| Annual return | 15.30% | 37.23%-21.9pp | 49.32%-34.0pp | 35.63%-20.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,223 | $6,817+123.3% | $8,084+88.3% | $4,297+254.3% |
| Admin fee / account holder | $3,613 | $5,892-38.7% | $7,893-54.2% | $6,935-47.9% |