Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,637 | $201,264-79.3% | $184,185-77.4% | $145,978-71.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 16.58% | 29.00%-12.4pp | 28.81%-12.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,003 | $9,806-59.2% | $9,132-56.2% | $6,690-40.2% |
| Admin fee / account holder | $3,928 | $16,376-76.0% | $13,909-71.8% | $13,400-70.7% |