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 | $30,528 | $97,289-68.6% | $92,805-67.1% | $155,188-80.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 22.46% | 29.03%-6.6pp | 31.59%-9.1pp | 148.84%-126.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,565 | $8,795+31.5% | $8,448+36.9% | $6,531+77.1% |
| Admin fee / account holder | $978 | $12,015-91.9% | $10,911-91.0% | $14,480-93.2% |