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 | $58,704 | $107,666-45.5% | $102,184-42.6% | $154,746-62.1% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 18.99% | 29.33%-10.3pp | 31.58%-12.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,366 | $8,719-49.9% | $8,309-47.5% | $6,730-35.1% |
| Admin fee / account holder | $495 | $12,943-96.2% | $11,609-95.7% | $14,365-96.6% |