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 | $43,078 | $72,492-40.6% | $87,104-50.5% | $72,975-41.0% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.8pp | 69.5%+14.2pp |
| Annual return | 22.45% | 24.46%-2.0pp | 28.19%-5.7pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,606 | $3,270+71.5% | $4,048+38.5% | $3,608+55.4% |
| Admin fee / account holder | $10,582 | $5,055+109.3% | $7,491+41.3% | $5,124+106.5% |