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 | $110,831 | $101,492+9.2% | - | $167,536-33.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | - | 82.1%+17.9pp |
| Annual return | 13.46% | 15.60%-2.1pp | - | 478.82%-465.4pp |
| Employer contribution / active EE | $0 | $3,097-100.0% | - | $4,839-100.0% |
| Participant deferral / active EE | $407 | $4,671-91.3% | - | $6,342-93.6% |
| Admin fee / account holder | $1,824 | $3,211-43.2% | - | $12,315-85.2% |