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 | $99,775 | $138,312-27.9% | $122,979-18.9% | $155,188-35.7% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 16.97% | 22.06%-5.1pp | 20.12%-3.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,016 | $5,592-28.2% | $5,003-19.7% | $6,531-38.5% |
| Admin fee / account holder | $1,361 | $15,089-91.0% | $12,864-89.4% | $14,480-90.6% |