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 | $94,439-72.9% | $73,658-65.3% | $154,746-83.5% |
| Participation rate | 94.1% | 64.7%+29.5pp | 57.0%+37.1pp | 80.7%+13.4pp |
| Annual return | 20.16% | 28.25%-8.1pp | 29.72%-9.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,950 | $2,527+135.4% | $2,062+188.6% | $6,730-11.6% |
| Admin fee / account holder | $315 | $3,843-91.8% | $3,357-90.6% | $14,365-97.8% |