Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,488 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 17.34% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,469 | $8,341-34.4% | $8,004-31.7% | $6,730-18.7% |
| Admin fee / account holder | $2,355 | $15,759-85.1% | $14,398-83.6% | $14,365-83.6% |