Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,429 | $160,028-76.0% | $147,080-73.9% | $145,884-73.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.49% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $231 | $5,286-95.6% | $4,933-95.3% | $4,662-95.0% |
| Participant deferral / active EE | $5,900 | $8,422-29.9% | $8,066-26.9% | $6,690-11.8% |
| Admin fee / account holder | $3,043 | $15,030-79.8% | $12,989-76.6% | $13,392-77.3% |