Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $133,159 | $106,923+24.5% | $84,023+58.5% | $152,909-12.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.77% | 105.02%-90.2pp | 71.32%-56.5pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,351 | $4,013-41.4% | $3,239-27.4% | $5,851-59.8% |
| Admin fee / account holder | $3,582 | $8,289-56.8% | $6,102-41.3% | $11,601-69.1% |