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 | $42,763 | $223,823-80.9% | $211,142-79.7% | $154,746-72.4% |
| Participation rate | 91.3% | 87.9%+3.5pp | 87.3%+4.0pp | 80.7%+10.6pp |
| Annual return | 19.50% | 50.39%-30.9pp | 46.84%-27.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,654 | $9,750+9.3% | $9,284+14.8% | $6,730+58.3% |
| Admin fee / account holder | $6,103 | $19,707-69.0% | $19,076-68.0% | $14,365-57.5% |