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 | $1,681 | $76,785-97.8% | $56,441-97.0% | $145,959-98.8% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 7.48% | 3000.51%-2993.0pp | 1704.21%-1696.7pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,019 | $2,624-61.2% | $1,953-47.8% | $6,689-84.8% |
| Admin fee / account holder | $495 | $3,334-85.1% | $2,829-82.5% | $13,398-96.3% |