Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,614 | $101,499-62.0% | $147,005-73.7% | $74,546-48.2% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.9pp | 67.2%+24.8pp |
| Annual return | 29.82% | 8732.34%-8702.5pp | 418.76%-388.9pp | 1366.03%-1336.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,924 | $7,304+90.6% | $8,070+72.5% | $4,347+220.3% |
| Admin fee / account holder | $3,425 | $1,748+96.0% | $13,006-73.7% | $1,944+76.2% |