Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,385 | $36,948-88.1% | $73,658-94.0% | $87,485-95.0% |
| Participation rate | 89.7% | 46.8%+42.8pp | 57.0%+32.6pp | 68.9%+20.7pp |
| Annual return | 17.67% | 28.64%-11.0pp | 29.72%-12.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,670 | $1,379+93.6% | $2,062+29.5% | $4,274-37.5% |
| Admin fee / account holder | $322 | $2,531-87.3% | $3,357-90.4% | $7,775-95.9% |