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 | $22,042 | $108,882-79.8% | $96,754-77.2% | $154,746-85.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 70.3%+16.4pp | 80.7%+6.0pp |
| Annual return | 23.95% | 98.39%-74.4pp | 82.04%-58.1pp | 172.34%-148.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,807 | $5,323+27.9% | $4,758+43.1% | $6,730+1.1% |
| Admin fee / account holder | $4,725 | $10,200-53.7% | $8,905-46.9% | $14,365-67.1% |