Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $59,302 | $102,609-42.2% | $98,090-39.5% | $138,895-57.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 21.04% | 36.44%-15.4pp | 37.05%-16.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,051 | $8,167+121.0% | $7,845+130.1% | $6,396+182.2% |
| Admin fee / account holder | $6,523 | $11,434-43.0% | $11,815-44.8% | $12,562-48.1% |