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 | $20,010 | $100,895-80.2% | $90,430-77.9% | $158,950-87.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 7.86% | 1725.54%-1717.7pp | 1293.73%-1285.9pp | 302.91%-295.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,548 | $4,347-64.4% | $3,963-60.9% | $5,983-74.1% |
| Admin fee / account holder | $389 | $6,505-94.0% | $5,613-93.1% | $11,248-96.5% |