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 | $20,559 | $185,312-88.9% | $161,489-87.3% | $154,746-86.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 11.80% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,730 | $6,350-9.8% | $5,630+1.8% | $6,730-14.9% |
| Admin fee / account holder | $12,629 | $18,654-32.3% | $16,006-21.1% | $14,365-12.1% |