Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,620 | $111,878-72.6% | $93,727-67.3% | $145,897-79.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 15.82% | 204.28%-188.5pp | 133.83%-118.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,001 | $4,920+22.0% | $4,417+35.9% | $6,689-10.3% |
| Admin fee / account holder | $689 | $10,256-93.3% | $8,292-91.7% | $13,390-94.9% |