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 | $79,988 | $156,398-48.9% | $147,318-45.7% | $138,895-42.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.80% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,824 | $8,237+104.2% | $7,906+112.8% | $6,396+163.0% |
| Admin fee / account holder | $6,838 | $14,976-54.3% | $13,708-50.1% | $12,562-45.6% |