Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,868 | $157,829-73.5% | $136,867-69.4% | $198,609-78.9% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 13.78% | 51.25%-37.5pp | 42.97%-29.2pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,233 | $5,463+50.7% | $4,924+67.2% | $6,977+18.0% |
| Admin fee / account holder | $2,622 | $11,107-76.4% | $10,340-74.6% | $19,030-86.2% |