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 | $31,224 | $115,903-73.1% | $100,528-68.9% | $158,966-80.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 16.08% | 34.80%-18.7pp | 30.90%-14.8pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,226 | $6,677+38.2% | $6,271+47.1% | $5,983+54.2% |
| Admin fee / account holder | $5,241 | $11,000-52.4% | $8,084-35.2% | $11,250-53.4% |