Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,318 | $129,737-75.1% | $119,126-72.9% | $154,746-79.1% |
| Participation rate | 95.5% | 78.9%+16.6pp | 75.8%+19.7pp | 80.7%+14.8pp |
| Annual return | 17.77% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,125 | $5,842-12.3% | $5,318-3.6% | $6,730-23.9% |
| Admin fee / account holder | $1,665 | $11,961-86.1% | $10,693-84.4% | $14,365-88.4% |