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 | $25,293 | $107,666-76.5% | $102,184-75.2% | $154,746-83.7% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 14.83% | 29.33%-14.5pp | 31.58%-16.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,453 | $8,719-26.0% | $8,309-22.3% | $6,730-4.1% |
| Admin fee / account holder | $12,155 | $12,943-6.1% | $11,609+4.7% | $14,365-15.4% |