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 | $2,442 | $104,650-97.7% | $83,854-97.1% | $155,188-98.4% |
| Participation rate | 91.7% | 65.1%+26.6pp | 59.1%+32.6pp | 80.8%+10.9pp |
| Annual return | 29.07% | 28.97%+0.1pp | 31.39%-2.3pp | 148.84%-119.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,376 | $2,367+42.6% | $2,035+65.9% | $6,531-48.3% |
| Admin fee / account holder | $466 | $3,518-86.7% | $3,197-85.4% | $14,480-96.8% |