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 | $18,932 | $51,222-63.0% | $70,544-73.2% | $75,173-74.8% |
| Participation rate | 92.2% | 61.0%+31.3pp | 68.4%+23.9pp | 67.2%+25.0pp |
| Annual return | 73.88% | 30.06%+43.8pp | 32.79%+41.1pp | 160.72%-86.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,836 | $2,850+174.9% | $4,568+71.5% | $4,126+89.9% |
| Admin fee / account holder | $590 | $4,096-85.6% | $6,427-90.8% | $5,651-89.6% |