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 | $41,943 | $87,059-51.8% | $105,608-60.3% | $80,925-48.2% |
| Participation rate | 94.9% | 70.4%+24.4pp | 75.3%+19.6pp | 67.7%+27.2pp |
| Annual return | 19.38% | 17.05%+2.3pp | 116.50%-97.1pp | 35.65%-16.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,196 | $3,986+256.1% | $5,010+183.4% | $4,299+230.2% |
| Admin fee / account holder | $14,269 | $8,443+69.0% | $11,028+29.4% | $6,940+105.6% |