Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $42,773 | $166,242-74.3% | $165,071-74.1% | $145,884-70.7% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 12.15% | 100.44%-88.3pp | 70.17%-58.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,797 | $6,964-59.8% | $6,035-53.7% | $6,690-58.2% |
| Admin fee / account holder | $13,937 | $16,658-16.3% | $12,695+9.8% | $13,392+4.1% |