Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,556 | $97,289-38.8% | $92,805-35.8% | $155,188-61.6% |
| Participation rate | 92.3% | 84.2%+8.1pp | 83.5%+8.8pp | 80.8%+11.5pp |
| Annual return | 16.06% | 29.03%-13.0pp | 31.59%-15.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,064 | $8,795+105.4% | $8,448+113.8% | $6,531+176.6% |
| Admin fee / account holder | $22,222 | $12,015+85.0% | $10,911+103.7% | $14,480+53.5% |