Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,221 | $49,896-77.5% | $80,627-86.1% | $75,173-85.1% |
| Participation rate | 80.3% | 55.3%+25.0pp | 67.0%+13.3pp | 67.2%+13.1pp |
| Annual return | 26.31% | 34.67%-8.4pp | 936.76%-910.4pp | 160.72%-134.4pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,387 | $2,992+13.2% | $4,443-23.8% | $4,126-17.9% |
| Admin fee / account holder | $1,177 | $3,578-67.1% | $5,381-78.1% | $5,651-79.2% |