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 | $11,607 | $99,995-88.4% | $85,063-86.4% | $145,978-92.0% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 13.00% | 83.99%-71.0pp | 66.54%-53.5pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,306 | $5,295-18.7% | $4,523-4.8% | $6,690-35.6% |
| Admin fee / account holder | $1,791 | $7,255-75.3% | $6,155-70.9% | $13,400-86.6% |