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 | $50,962 | $90,486-43.7% | $78,676-35.2% | $273,972-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.62% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,293 | $3,901+35.7% | $3,517+50.5% | $5,287+0.1% |
| Admin fee / account holder | $975 | $5,263-81.5% | $4,510-78.4% | $10,133-90.4% |