Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,292 | $181,062-87.1% | $158,223-85.3% | $155,188-85.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 16.16% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,165 | $6,134+82.0% | $5,467+104.2% | $6,531+70.9% |
| Admin fee / account holder | $5,518 | $18,825-70.7% | $16,047-65.6% | $14,480-61.9% |