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 | $8,492 | $92,798-90.8% | $96,707-91.2% | $137,256-93.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 80.4%+9.6pp | 80.0%+10.0pp |
| Annual return | 19.53% | 31.24%-11.7pp | 34.78%-15.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,603 | $5,877-55.7% | $5,997-56.6% | $6,407-59.4% |
| Admin fee / account holder | $409 | $7,946-94.9% | $7,503-94.6% | $12,270-96.7% |