Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,614 | $76,407-90.0% | $150,298-94.9% | $82,448-90.8% |
| Participation rate | 82.7% | 66.4%+16.3pp | 77.8%+4.9pp | 68.1%+14.6pp |
| Annual return | 14.37% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,530 | $3,214-52.4% | $5,453-71.9% | $4,139-63.0% |
| Admin fee / account holder | $1,398 | $6,352-78.0% | $14,116-90.1% | $7,234-80.7% |