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 | $102,711 | $81,358+26.2% | $155,556-34.0% | $80,959+26.9% |
| Participation rate | 75.9% | 66.3%+9.6pp | 78.2%-2.4pp | 67.7%+8.2pp |
| Annual return | 11.18% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,516 | $3,455-27.2% | $5,631-55.3% | $4,300-41.5% |
| Admin fee / account holder | $1,091 | $7,994-86.3% | $15,885-93.1% | $6,925-84.2% |