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 | $19,833 | $57,590-65.6% | $86,233-77.0% | $82,448-75.9% |
| Participation rate | 89.4% | 57.9%+31.5pp | 69.0%+20.3pp | 68.1%+21.3pp |
| Annual return | 37.97% | 22.41%+15.6pp | 61.39%-23.4pp | 41.64%-3.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,347 | $3,080+138.5% | $4,559+61.1% | $4,139+77.5% |
| Admin fee / account holder | $1,754 | $4,730-62.9% | $8,342-79.0% | $7,234-75.8% |