Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,218 | $97,125-90.5% | $86,233-89.3% | $137,256-93.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 21.05% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,555 | $5,180-50.7% | $4,559-44.0% | $6,407-60.1% |
| Admin fee / account holder | $510 | $9,725-94.8% | $8,342-93.9% | $12,270-95.8% |