Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,356 | $102,385-50.8% | $147,080-65.8% | $80,935-37.8% |
| Participation rate | 94.9% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 20.87% | 135.09%-114.2pp | 420.17%-399.3pp | 35.66%-14.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,744 | $6,651+166.8% | $8,066+120.0% | $4,299+312.7% |
| Admin fee / account holder | $3,091 | $7,951-61.1% | $12,989-76.2% | $6,924-55.4% |