Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,669 | $99,053-76.1% | $88,179-73.2% | $138,895-83.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.97% | 78.17%-61.2pp | 64.97%-48.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $91 | $2,882-96.9% | $2,549-96.5% | $4,194-97.8% |
| Participant deferral / active EE | $10,905 | $5,225+108.7% | $4,614+136.4% | $6,396+70.5% |
| Admin fee / account holder | $2,993 | $8,748-65.8% | $7,673-61.0% | $12,562-76.2% |