Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,637 | $176,120-83.2% | $159,487-81.4% | $167,553-82.3% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $150 | $5,299-97.2% | $4,831-96.9% | $4,840-96.9% |
| Participant deferral / active EE | $4,868 | $7,752-37.2% | $7,354-33.8% | $6,343-23.2% |
| Admin fee / account holder | $2,304 | $12,561-81.7% | $10,804-78.7% | $12,316-81.3% |