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 | $24,290 | $97,125-75.0% | $86,233-71.8% | $137,256-82.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.0%+26.0pp | 80.0%+15.0pp |
| Annual return | 24.78% | 74.19%-49.4pp | 61.39%-36.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3 | $2,841-99.9% | $2,504-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $31,498 | $5,180+508.1% | $4,559+590.9% | $6,407+391.6% |
| Admin fee / account holder | $6,893 | $9,725-29.1% | $8,342-17.4% | $12,270-43.8% |