Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,197 | $56,431-78.4% | $130,788-90.7% | $87,485-86.1% |
| Participation rate | 98.0% | 58.9%+39.0pp | 70.1%+27.9pp | 68.9%+29.0pp |
| Annual return | 19.71% | 91.27%-71.6pp | 386.44%-366.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,889 | $2,749+5.1% | $4,137-30.2% | $4,274-32.4% |
| Admin fee / account holder | $1,071 | $4,433-75.8% | $6,673-83.9% | $7,775-86.2% |