Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,781 | $78,197-65.8% | $98,090-72.7% | $82,637-67.6% |
| Participation rate | 88.2% | 77.5%+10.8pp | 81.5%+6.7pp | 68.1%+20.2pp |
| Annual return | 15.04% | 40.25%-25.2pp | 37.05%-22.0pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,821 | $6,636+78.1% | $7,845+50.7% | $4,126+186.5% |
| Admin fee / account holder | $9,216 | $14,832-37.9% | $11,815-22.0% | $7,339+25.6% |