Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,075 | $107,666-40.5% | $102,184-37.3% | $154,746-58.6% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 20.25% | 29.33%-9.1pp | 31.58%-11.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,007 | $8,719+72.1% | $8,309+80.6% | $6,730+123.0% |
| Admin fee / account holder | $7,101 | $12,943-45.1% | $11,609-38.8% | $14,365-50.6% |