Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,134 | $181,062-70.1% | $158,223-65.8% | $155,188-65.1% |
| Participation rate | 79.2% | 82.7%-3.5pp | 79.2%0pp | 80.8%-1.6pp |
| Annual return | 19.19% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,370 | $6,134+117.9% | $5,467+144.6% | $6,531+104.7% |
| Admin fee / account holder | $1,659 | $18,825-91.2% | $16,047-89.7% | $14,480-88.5% |