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 | $20,073 | $99,875-79.9% | $146,866-86.3% | $86,983-76.9% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.5%+10.9pp | 69.5%+23.9pp |
| Annual return | 123.92% | 28.10%+95.8pp | 102.85%+21.1pp | 25.83%+98.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,007 | $6,322+26.6% | $7,759+3.2% | $4,194+90.9% |
| Admin fee / account holder | $972 | $7,838-87.6% | $13,620-92.9% | $7,856-87.6% |