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 | $49,732 | $142,972-65.2% | $214,702-76.8% | $86,983-42.8% |
| Participation rate | 89.5% | 84.9%+4.6pp | 87.5%+2.0pp | 69.5%+19.9pp |
| Annual return | 36.41% | 18.49%+17.9pp | 54.55%-18.1pp | 25.83%+10.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $17,028 | $6,568+159.2% | $9,147+86.2% | $4,194+306.0% |
| Admin fee / account holder | $15,027 | $17,617-14.7% | $19,830-24.2% | $7,856+91.3% |