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 | $17,094 | $100,938-83.1% | $90,461-81.1% | $158,982-89.2% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 16.07% | 1727.20%-1711.1pp | 1294.76%-1278.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,791 | $4,350-58.8% | $3,964-54.8% | $5,983-70.1% |
| Admin fee / account holder | $512 | $6,510-92.1% | $5,617-90.9% | $11,252-95.4% |