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 | $32,563 | $77,157-57.8% | $108,405-70.0% | $85,847-62.1% |
| Participation rate | 86.3% | 74.7%+11.6pp | 80.1%+6.2pp | 69.3%+17.0pp |
| Annual return | 41.56% | 44.55%-3.0pp | 905.55%-864.0pp | 318.61%-277.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,412 | $5,567+105.0% | $6,563+73.9% | $3,952+188.8% |
| Admin fee / account holder | $2,908 | $5,174-43.8% | $7,297-60.1% | $6,261-53.5% |