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 | $39,782 | $85,171-53.3% | $172,753-77.0% | $72,976-45.5% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 25.65% | 27.32%-1.7pp | 803.00%-777.4pp | 81.02%-55.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,226 | $3,260+183.0% | $5,198+77.5% | $3,608+155.7% |
| Admin fee / account holder | $8,245 | $5,880+40.2% | $13,956-40.9% | $5,124+60.9% |