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 | $41,839 | $155,555-73.1% | $146,866-71.5% | $155,188-73.0% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 185.54% | 115.41%+70.1pp | 102.85%+82.7pp | 148.84%+36.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,433 | $8,044+4.8% | $7,759+8.7% | $6,531+29.1% |
| Admin fee / account holder | $5,609 | $14,755-62.0% | $13,620-58.8% | $14,480-61.3% |