Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,978 | $99,875-52.0% | $146,866-67.3% | $86,983-44.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 28.19% | 28.10%+0.1pp | 102.85%-74.7pp | 25.83%+2.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,176 | $6,322+108.4% | $7,759+69.8% | $4,194+214.2% |
| Admin fee / account holder | $8,417 | $7,838+7.4% | $13,620-38.2% | $7,856+7.1% |