Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,191 | $100,203-13.0% | $85,240+2.3% | $145,897-40.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.85% | 84.28%-68.4pp | 66.75%-50.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $229 | $3,242-92.9% | $2,735-91.6% | $4,663-95.1% |
| Participant deferral / active EE | $26,750 | $5,299+404.9% | $4,527+490.9% | $6,689+299.9% |
| Admin fee / account holder | $665 | $7,265-90.9% | $6,165-89.2% | $13,390-95.0% |