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 | $23,715 | $76,522-69.0% | $56,033-57.7% | $145,884-83.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.25% | 3014.28%-3000.0pp | 1711.38%-1697.1pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,230 | $2,624+61.2% | $1,954+116.5% | $6,690-36.8% |
| Admin fee / account holder | $2,224 | $3,328-33.2% | $2,827-21.3% | $13,392-83.4% |