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 | $28,442 | $108,911-73.9% | $100,392-71.7% | $145,884-80.5% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 17.35% | 58.23%-40.9pp | 49.45%-32.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,615 | $8,459+1.8% | $8,090+6.5% | $6,690+28.8% |
| Admin fee / account holder | $3,201 | $9,698-67.0% | $7,904-59.5% | $13,392-76.1% |