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 | $15,607 | $97,289-84.0% | $92,805-83.2% | $155,188-89.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 29.80% | 29.03%+0.8pp | 31.59%-1.8pp | 148.84%-119.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,841 | $8,795+34.6% | $8,448+40.2% | $6,531+81.3% |
| Admin fee / account holder | $5,282 | $12,015-56.0% | $10,911-51.6% | $14,480-63.5% |