Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,901 | $160,070-84.4% | $147,117-83.1% | $145,897-82.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 26.67% | 98.69%-72.0pp | 420.54%-393.9pp | 552.29%-525.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,538 | $8,419+13.3% | $8,065+18.3% | $6,689+42.6% |
| Admin fee / account holder | $3,736 | $15,035-75.2% | $12,993-71.2% | $13,390-72.1% |