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 | $122,012 | $102,429+19.1% | $147,096-17.1% | $80,925+50.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.91% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $162 | $3,716-95.6% | $4,936-96.7% | $2,756-94.1% |
| Participant deferral / active EE | $11,125 | $6,649+67.3% | $8,071+37.8% | $4,299+158.8% |
| Admin fee / account holder | $4,244 | $7,957-46.7% | $13,005-67.4% | $6,940-38.9% |