Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,546 | $90,674-36.5% | $96,707-40.5% | $82,448-30.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 80.4%+16.7pp | 68.1%+28.9pp |
| Annual return | 33.57% | 49.05%-15.5pp | 34.78%-1.2pp | 41.64%-8.1pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $22,014 | $5,696+286.5% | $5,997+267.1% | $4,139+431.8% |
| Admin fee / account holder | $10,660 | $7,568+40.8% | $7,503+42.1% | $7,234+47.3% |