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 | $41,689 | $77,358-46.1% | $102,184-59.2% | $87,485-52.3% |
| Participation rate | 84.6% | 78.7%+5.9pp | 82.6%+2.0pp | 68.9%+15.7pp |
| Annual return | 43.77% | 41.11%+2.7pp | 31.58%+12.2pp | 26.06%+17.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,544 | $6,753+85.8% | $8,309+51.0% | $4,274+193.5% |
| Admin fee / account holder | $6,125 | $6,809-10.0% | $11,609-47.2% | $7,775-21.2% |