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 | $53,108 | $155,555-65.9% | $146,866-63.8% | $155,188-65.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 26.95% | 115.41%-88.5pp | 102.85%-75.9pp | 148.84%-121.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,341 | $8,044-8.7% | $7,759-5.4% | $6,531+12.4% |
| Admin fee / account holder | $7,142 | $14,755-51.6% | $13,620-47.6% | $14,480-50.7% |