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 | $16,763 | $156,398-89.3% | $147,318-88.6% | $138,895-87.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 19.07% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,977 | $8,237-51.7% | $7,906-49.7% | $6,396-37.8% |
| Admin fee / account holder | $2,228 | $14,976-85.1% | $13,708-83.7% | $12,562-82.3% |