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 | $39,085 | $100,970-61.3% | $96,576-59.5% | $137,256-71.5% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 15.12% | 38.16%-23.0pp | 38.47%-23.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,712 | $8,286-43.1% | $7,956-40.8% | $6,407-26.4% |
| Admin fee / account holder | $5,258 | $11,312-53.5% | $11,381-53.8% | $12,270-57.1% |