Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $59,712 | $102,609-41.8% | $98,090-39.1% | $138,895-57.0% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 56.51% | 36.44%+20.1pp | 37.05%+19.5pp | 145.39%-88.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,536 | $8,167+65.7% | $7,845+72.6% | $6,396+111.6% |
| Admin fee / account holder | $6,085 | $11,434-46.8% | $11,815-48.5% | $12,562-51.6% |