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 | $60,401 | $108,912-44.5% | $100,383-39.8% | $145,959-58.6% |
| Participation rate | 89.5% | 83.0%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 38.74% | 57.96%-19.2pp | 49.26%-10.5pp | 561.95%-523.2pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,650 | $8,451+37.9% | $8,086+44.1% | $6,689+74.2% |
| Admin fee / account holder | $35,655 | $9,690+267.9% | $7,900+351.3% | $13,398+166.1% |