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 | $180,691 | $110,039+64.2% | $97,260+85.8% | $145,884+23.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.07% | 244.44%-231.4pp | 75.54%-62.5pp | 551.85%-538.8pp |
| Employer contribution / active EE | $68 | $3,074-97.8% | $2,721-97.5% | $4,662-98.6% |
| Participant deferral / active EE | $5,694 | $4,674+21.8% | $4,262+33.6% | $6,690-14.9% |
| Admin fee / account holder | $969 | $6,204-84.4% | $5,640-82.8% | $13,392-92.8% |