Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,219 | $157,276-75.7% | $141,177-72.9% | $152,885-75.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.20% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $59,562 | $7,110+737.7% | $6,710+787.7% | $5,851+918.0% |
| Admin fee / account holder | $42,462 | $12,123+250.3% | $10,263+313.7% | $11,598+266.1% |