Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,461 | $79,961-64.4% | $98,462-71.1% | $75,177-62.1% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 15.70% | 19.75%-4.0pp | 21.17%-5.5pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,745 | $3,753+53.1% | $4,738+21.2% | $4,126+39.2% |
| Admin fee / account holder | $4,150 | $6,842-39.3% | $8,875-53.2% | $5,651-26.6% |