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 | $112,036 | $174,379-35.8% | $152,093-26.3% | $138,895-19.3% |
| Participation rate | 82.4% | 81.6%+0.7pp | 77.8%+4.6pp | 79.9%+2.4pp |
| Annual return | 16.42% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,404 | $6,159-61.0% | $5,451-55.9% | $6,396-62.4% |
| Admin fee / account holder | $3,694 | $16,880-78.1% | $14,497-74.5% | $12,562-70.6% |