Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,885 | $87,106-53.1% | $105,607-61.3% | $80,935-49.5% |
| Participation rate | 88.4% | 70.4%+18.0pp | 75.3%+13.1pp | 67.7%+20.8pp |
| Annual return | 57.40% | 17.01%+40.4pp | 116.11%-58.7pp | 35.66%+21.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,447 | $3,986+212.3% | $5,011+148.4% | $4,299+189.5% |
| Admin fee / account holder | $1,641 | $8,447-80.6% | $10,958-85.0% | $6,924-76.3% |