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 | $45,567 | $78,520-42.0% | $96,576-52.8% | $82,448-44.7% |
| Participation rate | 73.6% | 77.7%-4.1pp | 81.4%-7.8pp | 68.1%+5.6pp |
| Annual return | 41.27% | 41.30%0pp | 38.47%+2.8pp | 41.64%-0.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,424 | $6,754+39.5% | $7,956+18.4% | $4,139+127.7% |
| Admin fee / account holder | $3,592 | $13,455-73.3% | $11,381-68.4% | $7,234-50.3% |