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 | $20,871 | $174,379-88.0% | $152,093-86.3% | $138,895-85.0% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 11.99% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,156 | $6,159-16.3% | $5,451-5.4% | $6,396-19.4% |
| Admin fee / account holder | $8,720 | $16,880-48.3% | $14,497-39.8% | $12,562-30.6% |