Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,859 | $107,368-81.5% | $92,915-78.6% | $152,909-87.0% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.5%-10.2pp |
| Annual return | 14.18% | 145.64%-131.5pp | 109.45%-95.3pp | 345.46%-331.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,948 | $4,848+2.1% | $4,238+16.7% | $5,851-15.4% |
| Admin fee / account holder | $424 | $7,082-94.0% | $5,796-92.7% | $11,601-96.3% |