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 | $25,595 | $104,650-75.5% | $83,854-69.5% | $155,188-83.5% |
| Participation rate | 94.1% | 65.1%+29.0pp | 59.1%+35.0pp | 80.8%+13.3pp |
| Annual return | 20.16% | 28.97%-8.8pp | 31.39%-11.2pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,950 | $2,367+151.3% | $2,035+192.4% | $6,531-8.9% |
| Admin fee / account holder | $315 | $3,518-91.1% | $3,197-90.2% | $14,480-97.8% |