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 | $139,378 | $150,346-7.3% | $120,524+15.6% | $145,877-4.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.85% | 154.40%-129.6pp | 107.36%-82.5pp | 551.28%-526.4pp |
| Employer contribution / active EE | $625 | $4,353-85.6% | $3,469-82.0% | $4,663-86.6% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $917 | $12,215-92.5% | $9,440-90.3% | $13,402-93.2% |