Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,501 | $196,972-74.9% | $182,262-72.8% | $198,609-75.1% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 19.83% | 158.27%-138.4pp | 140.60%-120.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,627 | $8,643-46.5% | $8,276-44.1% | $6,977-33.7% |
| Admin fee / account holder | $1,002 | $18,429-94.6% | $16,712-94.0% | $19,030-94.7% |