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 | $35,966 | $107,368-66.5% | $92,915-61.3% | $152,909-76.5% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.5%+8.8pp |
| Annual return | 19.79% | 145.64%-125.8pp | 109.45%-89.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,036 | $4,848-58.0% | $4,238-52.0% | $5,851-65.2% |
| Admin fee / account holder | $519 | $7,082-92.7% | $5,796-91.1% | $11,601-95.5% |