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 | $20,941 | $132,099-84.1% | $115,599-81.9% | $138,895-84.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 18.47% | 176.76%-158.3pp | 111.10%-92.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,804 | $5,617-50.1% | $4,889-42.6% | $6,396-56.2% |
| Admin fee / account holder | $3,143 | $15,650-79.9% | $12,841-75.5% | $12,562-75.0% |