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 | $16,396 | $56,060-70.8% | $76,002-78.4% | $80,874-79.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.02% | 20.54%-5.5pp | 360.07%-345.0pp | 35.62%-20.6pp |
| Employer contribution / active EE | $5 | $1,873-99.8% | $2,688-99.8% | $2,756-99.8% |
| Participant deferral / active EE | $2,168 | $3,051-29.0% | $4,257-49.1% | $4,297-49.6% |
| Admin fee / account holder | $5,472 | $5,237+4.5% | $6,414-14.7% | $6,935-21.1% |