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 | $15,568 | $75,541-79.4% | $152,093-89.8% | $82,637-81.2% |
| Participation rate | 97.7% | 66.5%+31.2pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 21.07% | 32.56%-11.5pp | 66.36%-45.3pp | 53.51%-32.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,769 | $3,206+111.2% | $5,451+24.2% | $4,126+64.1% |
| Admin fee / account holder | $1,666 | $6,405-74.0% | $14,497-88.5% | $7,339-77.3% |