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 | $20,521 | $102,978-80.1% | $90,287-77.3% | $152,870-86.6% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 20.54% | 95.17%-74.6pp | 78.10%-57.6pp | 345.34%-324.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,199 | $4,281+68.2% | $3,885+85.3% | $5,850+23.1% |
| Admin fee / account holder | $8,237 | $6,171+33.5% | $5,351+53.9% | $11,597-29.0% |