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 | $23,200 | $185,312-87.5% | $161,489-85.6% | $154,746-85.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.86% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,387 | $6,350-15.2% | $5,630-4.3% | $6,730-20.0% |
| Admin fee / account holder | $795 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |