Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,007 | $52,353-59.9% | $120,225-82.5% | $82,448-74.5% |
| Participation rate | 78.2% | 58.3%+19.9pp | 69.6%+8.6pp | 68.1%+10.1pp |
| Annual return | 17.26% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,579 | $2,627-1.8% | $3,999-35.5% | $4,139-37.7% |
| Admin fee / account holder | $498 | $4,363-88.6% | $5,696-91.3% | $7,234-93.1% |