Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,491 | $102,938-85.0% | $94,105-83.5% | $138,895-88.8% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 10.29% | 250.28%-240.0pp | 204.55%-194.3pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,724 | $4,196+12.6% | $3,881+21.7% | $6,396-26.2% |
| Admin fee / account holder | $501 | $6,600-92.4% | $6,199-91.9% | $12,562-96.0% |