Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,142 | $72,071-91.5% | $68,368-91.0% | $137,256-95.5% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.0%-0.8pp |
| Annual return | 15.26% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,361 | $4,410-69.1% | $4,123-67.0% | $6,407-78.8% |
| Admin fee / account holder | $1,109 | $5,336-79.2% | $5,150-78.5% | $12,270-91.0% |