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 | $49,219 | $114,013-56.8% | $103,693-52.5% | $155,188-68.3% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.1pp | 80.8%-3.0pp |
| Annual return | 14.43% | 49.31%-34.9pp | 47.61%-33.2pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,376 | $4,970+68.5% | $4,579+82.9% | $6,531+28.2% |
| Admin fee / account holder | $13,092 | $8,407+55.7% | $7,858+66.6% | $14,480-9.6% |