Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,517 | $156,398-78.6% | $147,318-77.2% | $138,895-75.9% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 20.49% | 78.75%-58.3pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,728 | $8,237+78.8% | $7,906+86.3% | $6,396+130.3% |
| Admin fee / account holder | $4,481 | $14,976-70.1% | $13,708-67.3% | $12,562-64.3% |