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 | $29,433 | $155,555-81.1% | $146,866-80.0% | $155,188-81.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.05% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,688 | $8,044+20.4% | $7,759+24.9% | $6,531+48.3% |
| Admin fee / account holder | $2,226 | $14,755-84.9% | $13,620-83.7% | $14,480-84.6% |