Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,049 | $111,814-85.6% | $93,654-82.9% | $145,959-89.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 11.85% | 203.30%-191.4pp | 133.34%-121.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,513 | $4,914-28.5% | $4,413-20.4% | $6,689-47.5% |
| Admin fee / account holder | $590 | $10,246-94.2% | $8,282-92.9% | $13,398-95.6% |