Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,797 | $57,140-65.4% | $85,240-76.8% | $80,959-75.5% |
| Participation rate | 72.2% | 56.4%+15.8pp | 67.5%+4.7pp | 67.7%+4.6pp |
| Annual return | 16.77% | 21.71%-4.9pp | 66.75%-50.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,921 | $3,115+25.9% | $4,527-13.4% | $4,300-8.8% |
| Admin fee / account holder | $1,249 | $4,992-75.0% | $6,165-79.7% | $6,925-82.0% |