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 | $74,608 | $82,028-9.0% | $123,105-39.4% | $59,633+25.1% |
| Participation rate | 94.7% | 83.2%+11.5pp | 86.8%+8.0pp | 68.7%+26.1pp |
| Annual return | 5.02% | 5.12%-0.1pp | 13.22%-8.2pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,375 | $4,667+58.0% | $6,229+18.4% | $3,192+131.1% |
| Admin fee / account holder | $15,474 | $5,879+163.2% | $9,014+71.7% | $4,297+260.1% |