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 | $17,688 | $208,088-91.5% | $186,193-90.5% | $154,746-88.6% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 17.66% | 89.97%-72.3pp | 78.03%-60.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,006 | $7,078-43.4% | $6,513-38.5% | $6,730-40.5% |
| Admin fee / account holder | $9,218 | $11,698-21.2% | $11,058-16.6% | $14,365-35.8% |