Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,747 | $81,331-57.3% | $155,534-77.7% | $80,935-57.1% |
| Participation rate | 89.9% | 66.3%+23.6pp | 78.2%+11.7pp | 67.7%+22.2pp |
| Annual return | 17.83% | 33.37%-15.5pp | 64.92%-47.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,021 | $3,454+45.3% | $5,630-10.8% | $4,299+16.8% |
| Admin fee / account holder | $1,044 | $7,999-86.9% | $15,900-93.4% | $6,924-84.9% |