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 | $9,780 | $51,638-81.1% | $68,368-85.7% | $82,448-88.1% |
| Participation rate | 89.5% | 63.6%+25.9pp | 73.8%+15.7pp | 68.1%+21.4pp |
| Annual return | 19.57% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,304 | $2,914-20.9% | $4,123-44.1% | $4,139-44.4% |
| Admin fee / account holder | $829 | $4,643-82.2% | $5,150-83.9% | $7,234-88.5% |