Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,744 | $107,666-64.9% | $102,184-63.1% | $154,746-75.6% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.6%+10.7pp | 80.7%+12.6pp |
| Annual return | 111.13% | 29.33%+81.8pp | 31.58%+79.6pp | 172.34%-61.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,149 | $8,719+73.7% | $8,309+82.3% | $6,730+125.1% |
| Admin fee / account holder | $308 | $12,943-97.6% | $11,609-97.4% | $14,365-97.9% |