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 | $89,060 | $107,666-17.3% | $102,184-12.8% | $154,746-42.4% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 18.33% | 29.33%-11.0pp | 31.58%-13.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,739 | $8,719+126.4% | $8,309+137.6% | $6,730+193.3% |
| Admin fee / account holder | $4,588 | $12,943-64.6% | $11,609-60.5% | $14,365-68.1% |