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 | $163,959 | $49,199+233.3% | $121,210+35.3% | $75,177+118.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.01% | 56.04%-42.0pp | 987.41%-973.4pp | 160.75%-146.7pp |
| Employer contribution / active EE | $13 | $1,547-99.2% | $4,171-99.7% | $2,671-99.5% |
| Participant deferral / active EE | $6,380 | $2,630+142.6% | $4,084+56.2% | $4,126+54.6% |
| Admin fee / account holder | $71,460 | $3,946+1710.9% | $5,647+1165.4% | $5,651+1164.5% |