Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,005 | $57,590-23.6% | $86,233-49.0% | $82,448-46.6% |
| Participation rate | 89.2% | 57.9%+31.3pp | 69.0%+20.2pp | 68.1%+21.1pp |
| Annual return | 19.16% | 22.41%-3.3pp | 61.39%-42.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,828 | $3,080+186.6% | $4,559+93.6% | $4,139+113.3% |
| Admin fee / account holder | $11,120 | $4,730+135.1% | $8,342+33.3% | $7,234+53.7% |