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 | $37,841 | $77,449-51.1% | $69,483-45.5% | $152,909-75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.64% | 39.09%-22.4pp | 28.99%-12.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | -$222 | $3,316-106.7% | $2,780-108.0% | $4,764-104.7% |
| Participant deferral / active EE | $2,026 | $4,415-54.1% | $3,537-42.7% | $5,851-65.4% |
| Admin fee / account holder | $21,037 | $6,210+238.7% | $3,841+447.7% | $11,601+81.3% |