Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,167 | $106,749-57.7% | $145,433-68.9% | $82,448-45.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 38.52% | 27.59%+10.9pp | 66.58%-28.1pp | 41.64%-3.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,617 | $6,519+108.9% | $7,897+72.4% | $4,139+229.0% |
| Admin fee / account holder | $3,969 | $8,390-52.7% | $13,129-69.8% | $7,234-45.1% |