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 | $82,644 | $79,449+4.0% | $189,558-56.4% | $85,856-3.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 13.42% | 18.45%-5.0pp | 64.19%-50.8pp | 318.58%-305.2pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,020 | $4,051-50.1% | $6,174-67.3% | $3,952-48.9% |
| Admin fee / account holder | $1,010 | $5,377-81.2% | $9,809-89.7% | $6,261-83.9% |