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 | $36,085 | $154,228-76.6% | $145,433-75.2% | $137,256-73.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 215.60% | 74.59%+141.0pp | 66.58%+149.0pp | 220.34%-4.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,406 | $8,216+75.3% | $7,897+82.4% | $6,407+124.9% |
| Admin fee / account holder | $7,447 | $14,344-48.1% | $13,129-43.3% | $12,270-39.3% |