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 | $5,634 | $76,634-92.6% | $56,054-89.9% | $145,978-96.1% |
| Participation rate | 95.7% | 63.2%+32.4pp | 52.5%+43.2pp | 80.3%+15.4pp |
| Annual return | 51.61% | 3004.33%-2952.7pp | 1705.95%-1654.3pp | 550.52%-498.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,091 | $2,622-20.3% | $1,952+7.1% | $6,690-68.7% |
| Admin fee / account holder | $407 | $3,321-87.7% | $2,822-85.6% | $13,400-97.0% |