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 | $19,113 | $59,116-67.7% | $86,438-77.9% | $68,486-72.1% |
| Participation rate | 94.0% | 75.2%+18.8pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | 20.22% | -0.23%+20.4pp | 4397.19%-4377.0pp | -7.85%+28.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,627 | $5,902+46.2% | $6,952+24.1% | $4,028+114.2% |
| Admin fee / account holder | $4,135 | $5,639-26.7% | $6,733-38.6% | $5,404-23.5% |