Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $122,154 | $100,970+21.0% | $96,576+26.5% | $137,256-11.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.46% | 38.16%-16.7pp | 38.47%-17.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $37,674 | $8,286+354.6% | $7,956+373.5% | $6,407+488.0% |
| Admin fee / account holder | $1,424 | $11,312-87.4% | $11,381-87.5% | $12,270-88.4% |