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 | $7,313 | $75,541-90.3% | $152,093-95.2% | $82,637-91.2% |
| Participation rate | 80.7% | 66.5%+14.2pp | 77.8%+2.9pp | 68.1%+12.6pp |
| Annual return | 23.42% | 32.56%-9.1pp | 66.36%-42.9pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,492 | $3,206+8.9% | $5,451-36.0% | $4,126-15.4% |
| Admin fee / account holder | $532 | $6,405-91.7% | $14,497-96.3% | $7,339-92.8% |