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 | $32,273 | $166,131-80.6% | $164,975-80.4% | $145,877-77.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 11.06% | 100.37%-89.3pp | 70.12%-59.1pp | 551.28%-540.2pp |
| Employer contribution / active EE | $168 | $5,276-96.8% | $4,343-96.1% | $4,663-96.4% |
| Participant deferral / active EE | $3,518 | $6,962-49.5% | $6,033-41.7% | $6,691-47.4% |
| Admin fee / account holder | $81,719 | $16,648+390.9% | $12,688+544.1% | $13,402+509.7% |