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 | $41,280 | $196,972-79.0% | $182,262-77.4% | $198,609-79.2% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 21.41% | 158.27%-136.9pp | 140.60%-119.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,457 | $8,643+21.0% | $8,276+26.3% | $6,977+49.9% |
| Admin fee / account holder | $2,872 | $18,429-84.4% | $16,712-82.8% | $19,030-84.9% |