Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,591 | $73,518-21.7% | $63,003-8.6% | $147,585-61.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 41.01% | 175.46%-134.5pp | 87.59%-46.6pp | 578.56%-537.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $996 | $4,183-76.2% | $3,329-70.1% | $5,439-81.7% |
| Admin fee / account holder | $552 | $5,952-90.7% | $3,600-84.7% | $10,885-94.9% |