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 | $81,477 | $111,814-27.1% | $103,374-21.2% | $145,959-44.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.95% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,341 | $5,618-40.5% | $5,058-33.9% | $6,689-50.1% |
| Admin fee / account holder | $418 | $9,754-95.7% | $8,394-95.0% | $13,398-96.9% |