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 | $55,693 | $102,609-45.7% | $98,090-43.2% | $138,895-59.9% |
| Participation rate | 90.5% | 82.8%+7.7pp | 81.5%+8.9pp | 79.9%+10.6pp |
| Annual return | 22.35% | 36.44%-14.1pp | 37.05%-14.7pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,437 | $8,167+27.8% | $7,845+33.0% | $6,396+63.2% |
| Admin fee / account holder | $768 | $11,434-93.3% | $11,815-93.5% | $12,562-93.9% |