Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,165 | $100,970-62.2% | $96,576-60.5% | $137,256-72.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.51% | 38.16%-12.6pp | 38.47%-13.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,583 | $8,286+100.1% | $7,956+108.4% | $6,407+158.8% |
| Admin fee / account holder | $3,405 | $11,312-69.9% | $11,381-70.1% | $12,270-72.3% |