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 | $24,742 | $185,225-86.6% | $142,898-82.7% | $167,536-85.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.58% | 8558.12%-8543.5pp | 5639.64%-5625.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,750 | $4,496+5.7% | $3,838+23.7% | $6,342-25.1% |
| Admin fee / account holder | $14,719 | $8,032+83.2% | $6,560+124.4% | $12,315+19.5% |