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 | $59,116 | $156,616-62.3% | $133,346-55.7% | $198,609-70.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.78% | 44.25%-36.5pp | 36.85%-29.1pp | 202.70%-194.9pp |
| Employer contribution / active EE | $113 | $3,368-96.6% | $2,853-96.0% | $5,055-97.8% |
| Participant deferral / active EE | $3,643 | $4,920-26.0% | $4,332-15.9% | $6,977-47.8% |
| Admin fee / account holder | $4,726 | $17,468-72.9% | $14,264-66.9% | $19,030-75.2% |