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 | $40,580 | $68,398-40.7% | $94,664-57.1% | $75,173-46.0% |
| Participation rate | 97.3% | 76.1%+21.2pp | 80.8%+16.5pp | 67.2%+30.1pp |
| Annual return | 29.35% | 616.72%-587.4pp | 156.84%-127.5pp | 160.72%-131.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,378 | $6,537+181.1% | $7,417+147.8% | $4,126+345.4% |
| Admin fee / account holder | $13,083 | $5,324+145.7% | $7,222+81.2% | $5,651+131.5% |