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 | $11,972 | $108,922-89.0% | $100,398-88.1% | $145,978-91.8% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 19.02% | 58.04%-39.0pp | 49.32%-30.3pp | 550.52%-531.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,731 | $8,450+15.2% | $8,084+20.4% | $6,690+45.5% |
| Admin fee / account holder | $771 | $9,680-92.0% | $7,893-90.2% | $13,400-94.2% |