Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,613 | $114,013-92.4% | $103,693-91.7% | $155,188-94.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.1pp | 80.8%+13.9pp |
| Annual return | 26.79% | 49.31%-22.5pp | 47.61%-20.8pp | 148.84%-122.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,347 | $4,970-72.9% | $4,579-70.6% | $6,531-79.4% |
| Admin fee / account holder | $795 | $8,407-90.5% | $7,858-89.9% | $14,480-94.5% |