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 | $99,875-52.1% | $146,866-67.4% | $86,983-45.0% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.5%+18.9pp |
| Annual return | 24.98% | 28.10%-3.1pp | 102.85%-77.9pp | 25.83%-0.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $19,434 | $6,322+207.4% | $7,759+150.5% | $4,194+363.4% |
| Admin fee / account holder | $7,756 | $7,838-1.0% | $13,620-43.1% | $7,856-1.3% |