Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,193 | $49,976-81.6% | $66,674-86.2% | $82,637-88.9% |
| Participation rate | 91.7% | 63.1%+28.6pp | 73.7%+18.0pp | 68.1%+23.6pp |
| Annual return | 24.52% | 39.09%-14.6pp | 321.24%-296.7pp | 53.51%-29.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,957 | $2,847+3.9% | $4,084-27.6% | $4,126-28.3% |
| Admin fee / account holder | $418 | $4,594-90.9% | $5,098-91.8% | $7,339-94.3% |