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 | $25,538 | $97,289-73.8% | $92,805-72.5% | $155,188-83.5% |
| Participation rate | 73.3% | 84.2%-10.8pp | 83.5%-10.2pp | 80.8%-7.5pp |
| Annual return | 15.87% | 29.03%-13.2pp | 31.59%-15.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,263 | $8,795-6.0% | $8,448-2.2% | $6,531+26.5% |
| Admin fee / account holder | $7,509 | $12,015-37.5% | $10,911-31.2% | $14,480-48.1% |