Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,982 | $103,164-81.6% | $90,259-79.0% | $154,746-87.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 15.46% | 19.25%-3.8pp | 18.88%-3.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,951 | $4,422+34.6% | $3,827+55.5% | $6,730-11.6% |
| Admin fee / account holder | $1,419 | $8,593-83.5% | $7,267-80.5% | $14,365-90.1% |