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 | $35,100 | $71,353-50.8% | $92,805-62.2% | $86,983-59.6% |
| Participation rate | 94.1% | 80.9%+13.2pp | 83.5%+10.6pp | 69.5%+24.6pp |
| Annual return | 51.72% | 44.68%+7.0pp | 31.59%+20.1pp | 25.83%+25.9pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,471 | $6,966+36.0% | $8,448+12.1% | $4,194+125.8% |
| Admin fee / account holder | $2,288 | $6,099-62.5% | $10,911-79.0% | $7,856-70.9% |