Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,015 | $61,787-67.6% | $97,197-79.4% | $80,925-75.3% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.7%+15.3pp | 67.7%+20.3pp |
| Annual return | 27.19% | -558.16%+585.3pp | 75.47%-48.3pp | 35.65%-8.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,911 | $3,027+326.5% | $4,263+202.8% | $4,299+200.3% |
| Admin fee / account holder | $544 | $5,170-89.5% | $5,637-90.3% | $6,940-92.2% |