Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,952 | $156,398-71.9% | $147,318-70.2% | $138,895-68.4% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 21.13% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,021 | $8,237+45.9% | $7,906+52.0% | $6,396+87.9% |
| Admin fee / account holder | $1,081 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |