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 | $34,751 | $155,555-77.7% | $146,866-76.3% | $155,188-77.6% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 93.26% | 115.41%-22.2pp | 102.85%-9.6pp | 148.84%-55.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,636 | $8,044+106.8% | $7,759+114.4% | $6,531+154.7% |
| Admin fee / account holder | $3,083 | $14,755-79.1% | $13,620-77.4% | $14,480-78.7% |