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 | $114,119-71.7% | $107,187-69.8% | $138,895-76.7% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 79.9%+15.5pp |
| Annual return | 17.77% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,125 | $5,538-7.5% | $5,096+0.6% | $6,396-19.9% |
| Admin fee / account holder | $1,665 | $10,024-83.4% | $9,162-81.8% | $12,562-86.7% |