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 | $29,650 | $181,062-83.6% | $158,223-81.3% | $155,188-80.9% |
| Participation rate | 88.2% | 82.7%+5.6pp | 79.2%+9.0pp | 80.8%+7.4pp |
| Annual return | 19.44% | 57.39%-37.9pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,879 | $6,134+61.0% | $5,467+80.7% | $6,531+51.3% |
| Admin fee / account holder | $10,551 | $18,825-44.0% | $16,047-34.3% | $14,480-27.1% |