Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,826 | $116,167-90.7% | $64,489-83.2% | $137,256-92.1% |
| Participation rate | 87.5% | 68.2%+19.3pp | 67.7%+19.8pp | 80.0%+7.5pp |
| Annual return | 42.37% | 36.55%+5.8pp | 55.03%-12.7pp | 220.34%-178.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,043 | $4,215+19.7% | $2,778+81.5% | $6,407-21.3% |
| Admin fee / account holder | $5,533 | $6,188-10.6% | $4,260+29.9% | $12,270-54.9% |