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 | $38,619 | $99,875-61.3% | $146,866-73.7% | $86,983-55.6% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 48.65% | 28.10%+20.6pp | 102.85%-54.2pp | 25.83%+22.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,925 | $6,322+25.4% | $7,759+2.1% | $4,194+89.0% |
| Admin fee / account holder | $1,801 | $7,838-77.0% | $13,620-86.8% | $7,856-77.1% |