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 | $26,124 | $106,864-75.6% | $147,318-82.3% | $82,637-68.4% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.1%+7.7pp | 68.1%+21.7pp |
| Annual return | 24.05% | 27.49%-3.4pp | 70.43%-46.4pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,983 | $6,496+84.5% | $7,906+51.6% | $4,126+190.4% |
| Admin fee / account holder | $2,282 | $8,415-72.9% | $13,708-83.4% | $7,339-68.9% |