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 | $43,460 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.40% | 74.59%-39.2pp | 66.58%-31.2pp | 220.34%-184.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $21,925 | $8,216+166.8% | $7,897+177.6% | $6,407+242.2% |
| Admin fee / account holder | $17,044 | $14,344+18.8% | $13,129+29.8% | $12,270+38.9% |