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 | $144,561 | $76,522+88.9% | $56,033+158.0% | $145,884-0.9% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 11.14% | 3014.28%-3003.1pp | 1711.38%-1700.2pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,296 | $2,624+101.9% | $1,954+171.1% | $6,690-20.8% |
| Admin fee / account holder | $1,684 | $3,328-49.4% | $2,827-40.4% | $13,392-87.4% |