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 | $34,205 | $208,088-83.6% | $186,193-81.6% | $154,746-77.9% |
| Participation rate | 95.8% | 80.0%+15.8pp | 77.1%+18.7pp | 80.7%+15.1pp |
| Annual return | 35.07% | 89.97%-54.9pp | 78.03%-43.0pp | 172.34%-137.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,788 | $7,078+108.9% | $6,513+127.0% | $6,730+119.7% |
| Admin fee / account holder | $9,177 | $11,698-21.5% | $11,058-17.0% | $14,365-36.1% |