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 | $42,071 | $107,733-60.9% | $92,985-54.8% | $154,746-72.8% |
| Participation rate | 93.3% | 74.6%+18.8pp | 69.5%+23.8pp | 80.7%+12.6pp |
| Annual return | 29.80% | 30.39%-0.6pp | 27.99%+1.8pp | 172.34%-142.5pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,191 | $5,053+141.3% | $4,377+178.6% | $6,730+81.1% |
| Admin fee / account holder | $31,880 | $11,369+180.4% | $9,463+236.9% | $14,365+121.9% |