Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,515 | $211,224-76.1% | $178,505-71.7% | $145,897-65.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 35.45% | 30.28%+5.2pp | 27.16%+8.3pp | 552.29%-516.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,428 | $6,966+21.0% | $6,280+34.2% | $6,689+26.0% |
| Admin fee / account holder | $973 | $12,109-92.0% | $10,428-90.7% | $13,390-92.7% |