Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $69,006 | $162,136-57.4% | $152,301-54.7% | $154,746-55.4% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 22.32% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $20,904 | $8,341+150.6% | $8,004+161.2% | $6,730+210.6% |
| Admin fee / account holder | $5,124 | $15,759-67.5% | $14,398-64.4% | $14,365-64.3% |