Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,456 | $97,125-81.0% | $86,233-78.6% | $137,256-86.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 26.26% | 74.19%-47.9pp | 61.39%-35.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,454 | $5,180+410.7% | $4,559+480.2% | $6,407+312.9% |
| Admin fee / account holder | $20,289 | $9,725+108.6% | $8,342+143.2% | $12,270+65.4% |