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 | $24,757 | $94,749-73.9% | $112,899-78.1% | $139,456-82.2% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 27.57% | 40.92%-13.3pp | 34.11%-6.5pp | 373.45%-345.9pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,998 | $6,517+53.4% | $6,516+53.4% | $6,711+49.0% |
| Admin fee / account holder | $893 | $8,530-89.5% | $7,047-87.3% | $11,407-92.2% |