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 | $29,996 | $39,162-23.4% | $100,671-70.2% | $59,633-49.7% |
| Participation rate | 91.7% | 55.9%+35.8pp | 70.7%+21.0pp | 68.7%+23.0pp |
| Annual return | 20.27% | 21.07%-0.8pp | 20.43%-0.2pp | 2041.45%-2021.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $814 | $1,992-59.1% | $3,144-74.1% | $3,192-74.5% |
| Admin fee / account holder | $659 | $2,969-77.8% | $4,850-86.4% | $4,297-84.7% |