Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,732 | $64,920-66.5% | $103,693-79.0% | $86,983-75.0% |
| Participation rate | 88.9% | 63.6%+25.3pp | 72.6%+16.2pp | 69.5%+19.3pp |
| Annual return | 18.04% | 30.29%-12.2pp | 47.61%-29.6pp | 25.83%-7.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,575 | $3,241+41.2% | $4,579-0.1% | $4,194+9.1% |
| Admin fee / account holder | $1,228 | $6,191-80.2% | $7,858-84.4% | $7,856-84.4% |