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 | $62,035 | $58,057+6.9% | $97,032-36.1% | $86,983-28.7% |
| Participation rate | 83.1% | 60.4%+22.8pp | 71.6%+11.6pp | 69.5%+13.6pp |
| Annual return | 38.34% | 22.26%+16.1pp | 35.38%+3.0pp | 25.83%+12.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,128 | $3,244+243.0% | $4,672+138.2% | $4,194+165.3% |
| Admin fee / account holder | $3,987 | $4,839-17.6% | $9,418-57.7% | $7,856-49.3% |