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 | $67,882 | $99,875-32.0% | $146,866-53.8% | $86,983-22.0% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 51.09% | 28.10%+23.0pp | 102.85%-51.8pp | 25.83%+25.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $15,317 | $6,322+142.3% | $7,759+97.4% | $4,194+265.2% |
| Admin fee / account holder | $6,653 | $7,838-15.1% | $13,620-51.1% | $7,856-15.3% |