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 | $57,870 | $77,358-25.2% | $102,184-43.4% | $87,485-33.9% |
| Participation rate | 88.7% | 78.7%+10.0pp | 82.6%+6.1pp | 68.9%+19.7pp |
| Annual return | 21.04% | 41.11%-20.1pp | 31.58%-10.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,343 | $6,753+112.4% | $8,309+72.6% | $4,274+235.6% |
| Admin fee / account holder | $15,261 | $6,809+124.1% | $11,609+31.5% | $7,775+96.3% |