Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,909 | $59,804-24.9% | $81,982-45.2% | $79,856-43.8% |
| Participation rate | 71.7% | 61.6%+10.0pp | 69.3%+2.4pp | 69.6%+2.0pp |
| Annual return | 16.54% | 17.56%-1.0pp | 41.31%-24.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3 | $1,713-99.8% | $2,498-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $4,034 | $2,695+49.7% | $3,722+8.4% | $3,741+7.8% |
| Admin fee / account holder | $930 | $4,288-78.3% | $5,665-83.6% | $5,306-82.5% |