Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,499 | $208,088-84.9% | $186,193-83.1% | $154,746-79.6% |
| Participation rate | 73.3% | 80.0%-6.7pp | 77.1%-3.8pp | 80.7%-7.4pp |
| Annual return | 18.19% | 89.97%-71.8pp | 78.03%-59.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,397 | $7,078-23.7% | $6,513-17.1% | $6,730-19.8% |
| Admin fee / account holder | $443 | $11,698-96.2% | $11,058-96.0% | $14,365-96.9% |