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 | $39,390 | $154,228-74.5% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25,860 | $8,216+214.7% | $7,897+227.4% | $6,407+303.6% |
| Admin fee / account holder | $11,656 | $14,344-18.7% | $13,129-11.2% | $12,270-5.0% |