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 | $30,162 | $77,358-61.0% | $102,184-70.5% | $87,485-65.5% |
| Participation rate | 84.4% | 78.7%+5.7pp | 82.6%+1.8pp | 68.9%+15.4pp |
| Annual return | 19.56% | 41.11%-21.6pp | 31.58%-12.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $20,310 | $6,753+200.8% | $8,309+144.4% | $4,274+375.3% |
| Admin fee / account holder | $10,632 | $6,809+56.1% | $11,609-8.4% | $7,775+36.7% |