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 | $34,321 | $196,972-82.6% | $182,262-81.2% | $198,609-82.7% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 15.20% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,195 | $8,643-16.7% | $8,276-13.1% | $6,977+3.1% |
| Admin fee / account holder | $759 | $18,429-95.9% | $16,712-95.5% | $19,030-96.0% |