Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,198 | $217,427-81.5% | $185,837-78.4% | $167,518-76.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.49% | 148.39%-134.9pp | 122.08%-108.6pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,074 | $5,874-81.7% | $5,168-79.2% | $4,838-77.8% |
| Participant deferral / active EE | $4,732 | $6,357-25.6% | $5,568-15.0% | $6,342-25.4% |
| Admin fee / account holder | $430 | $19,816-97.8% | $16,241-97.4% | $12,312-96.5% |