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 | $35,165 | $102,609-65.7% | $98,090-64.2% | $138,895-74.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 12.48% | 36.44%-24.0pp | 37.05%-24.6pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,739 | $8,167+80.5% | $7,845+87.9% | $6,396+130.4% |
| Admin fee / account holder | $3,875 | $11,434-66.1% | $11,815-67.2% | $12,562-69.2% |