Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,497 | $211,288-73.7% | $178,540-68.9% | $145,884-62.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.45% | 30.27%-13.8pp | 27.15%-10.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,583 | $6,967+109.3% | $6,281+132.2% | $6,690+118.0% |
| Admin fee / account holder | $514 | $12,105-95.8% | $10,424-95.1% | $13,392-96.2% |