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 | $12,970 | $60,442-78.5% | $96,754-86.6% | $87,485-85.2% |
| Participation rate | 75.0% | 58.7%+16.3pp | 70.3%+4.7pp | 68.9%+6.1pp |
| Annual return | 25.07% | 21.97%+3.1pp | 82.04%-57.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,653 | $3,280+41.8% | $4,758-2.2% | $4,274+8.9% |
| Admin fee / account holder | $2,149 | $5,069-57.6% | $8,905-75.9% | $7,775-72.4% |