Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,484 | $37,156-93.3% | $83,854-97.0% | $86,983-97.1% |
| Participation rate | 76.0% | 49.1%+26.9pp | 59.1%+16.9pp | 69.5%+6.5pp |
| Annual return | 18.39% | 29.88%-11.5pp | 31.39%-13.0pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,473 | $1,418+3.9% | $2,035-27.6% | $4,194-64.9% |
| Admin fee / account holder | $305 | $2,510-87.9% | $3,197-90.5% | $7,856-96.1% |