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 | $97,289-42.8% | $92,805-40.0% | $155,188-64.1% |
| Participation rate | 90.5% | 84.2%+6.3pp | 83.5%+7.0pp | 80.8%+9.7pp |
| Annual return | 22.35% | 29.03%-6.7pp | 31.59%-9.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,437 | $8,795+18.7% | $8,448+23.6% | $6,531+59.8% |
| Admin fee / account holder | $768 | $12,015-93.6% | $10,911-93.0% | $14,480-94.7% |