Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,458 | $107,666-47.6% | $102,184-44.7% | $154,746-63.5% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.6%+11.2pp | 80.7%+13.0pp |
| Annual return | 21.39% | 29.33%-7.9pp | 31.58%-10.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,603 | $8,719+78.9% | $8,309+87.8% | $6,730+131.8% |
| Admin fee / account holder | $3,856 | $12,943-70.2% | $11,609-66.8% | $14,365-73.2% |