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 | $83,661 | $105,929-21.0% | $81,926+2.1% | $158,950-47.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.17% | 38.19%-24.0pp | 29.49%-15.3pp | 302.91%-288.7pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,054 | $13,007-7.3% | $7,108+69.6% | $5,983+101.5% |
| Admin fee / account holder | $11,133 | $8,492+31.1% | $5,159+115.8% | $11,248-1.0% |