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 | $88,770 | $197,819-55.1% | $155,789-43.0% | $125,389-29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.94% | 86.73%-84.8pp | 71.54%-69.6pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,500 | $5,631+193.0% | $4,798+243.9% | $5,352+208.3% |
| Admin fee / account holder | $2,203 | $9,544-76.9% | $7,477-70.5% | $9,541-76.9% |