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 | $144,487 | $107,030+35.0% | $73,550+96.4% | $147,586-2.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 12.90% | 38.25%-25.3pp | -15.16%+28.1pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $24,000 | $2,458+876.4% | $1,804+1230.3% | $5,439+341.3% |
| Admin fee / account holder | $857 | $3,055-72.0% | $2,320-63.1% | $10,886-92.1% |