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 | $14,390 | $108,911-86.8% | $100,392-85.7% | $145,884-90.1% |
| Participation rate | 95.2% | 83.0%+12.3pp | 81.5%+13.7pp | 80.3%+14.9pp |
| Annual return | 29.45% | 58.23%-28.8pp | 49.45%-20.0pp | 551.85%-522.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,761 | $8,459+3.6% | $8,090+8.3% | $6,690+31.0% |
| Admin fee / account holder | $2,078 | $9,698-78.6% | $7,904-73.7% | $13,392-84.5% |