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 | $131,073 | $69,274+89.2% | $64,097+104.5% | $139,487-6.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.93% | 46.00%-33.1pp | 33.75%-20.8pp | 373.84%-360.9pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $22,429 | $4,685+378.7% | $3,881+477.9% | $6,713+234.1% |
| Admin fee / account holder | $1,358 | $4,247-68.0% | $3,070-55.8% | $11,407-88.1% |