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 | $6,535 | $69,252-90.6% | $64,099-89.8% | $139,456-95.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.62% | 45.89%-35.3pp | 33.70%-23.1pp | 373.45%-362.8pp |
| Employer contribution / active EE | $187 | $3,184-94.1% | $2,748-93.2% | $4,753-96.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $639 | $4,248-85.0% | $3,070-79.2% | $11,407-94.4% |