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 | $17,480 | $69,444-74.8% | $92,985-81.2% | $87,485-80.0% |
| Participation rate | 79.4% | 63.3%+16.1pp | 69.5%+9.9pp | 68.9%+10.5pp |
| Annual return | 30.58% | 23.85%+6.7pp | 27.99%+2.6pp | 26.06%+4.5pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,924 | $3,364+165.3% | $4,377+103.9% | $4,274+108.8% |
| Admin fee / account holder | $2,987 | $6,137-51.3% | $9,463-68.4% | $7,775-61.6% |