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 | $27,684 | $78,197-64.6% | $98,090-71.8% | $82,637-66.5% |
| Participation rate | 92.8% | 77.5%+15.3pp | 81.5%+11.2pp | 68.1%+24.7pp |
| Annual return | 29.24% | 40.25%-11.0pp | 37.05%-7.8pp | 53.51%-24.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,600 | $6,636+44.7% | $7,845+22.4% | $4,126+132.7% |
| Admin fee / account holder | $1,907 | $14,832-87.1% | $11,815-83.9% | $7,339-74.0% |