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 | $23,863 | $185,312-87.1% | $161,489-85.2% | $154,746-84.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 19.08% | 103.84%-84.8pp | 89.72%-70.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,927 | $6,350-53.9% | $5,630-48.0% | $6,730-56.5% |
| Admin fee / account holder | $1,298 | $18,654-93.0% | $16,006-91.9% | $14,365-91.0% |