Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,842 | $106,524-55.1% | $152,301-68.6% | $87,485-45.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 24.98% | 26.89%-1.9pp | 80.50%-55.5pp | 26.06%-1.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $19,434 | $6,525+197.8% | $8,004+142.8% | $4,274+354.7% |
| Admin fee / account holder | $7,756 | $8,287-6.4% | $14,398-46.1% | $7,775-0.2% |