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 | $23,888 | $71,208-66.5% | $93,681-74.5% | $80,911-70.5% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.0pp | 67.6%+10.1pp |
| Annual return | 23.22% | 11.27%+12.0pp | 133.47%-110.2pp | 35.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,646 | $4,035+89.5% | $4,415+73.2% | $4,297+77.9% |
| Admin fee / account holder | $2,144 | $6,951-69.2% | $8,290-74.1% | $6,935-69.1% |