Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,621 | $93,692-44.9% | $116,538-55.7% | $86,983-40.7% |
| Participation rate | 87.5% | 79.6%+7.9pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 25.44% | 26.00%-0.6pp | 17.97%+7.5pp | 25.83%-0.4pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $4,541-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,807 | $5,612+128.2% | $6,207+106.3% | $4,194+205.4% |
| Admin fee / account holder | $8,942 | $7,586+17.9% | $8,737+2.3% | $7,856+13.8% |