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 | $199,602 | $99,652+100.3% | $78,778+153.4% | $147,585+35.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.52% | 47.28%-37.8pp | 35.62%-26.1pp | 578.58%-569.1pp |
| Employer contribution / active EE | $208 | $2,796-92.5% | $1,986-89.5% | $4,876-95.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,355 | $7,155+58.7% | $5,134+121.2% | $10,886+4.3% |