Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,670 | $72,446-92.2% | $67,561-91.6% | $145,877-96.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.48% | 7211.98%-7199.5pp | 3525.44%-3513.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $7 | $3,072-99.8% | $2,735-99.8% | $4,663-99.9% |
| Participant deferral / active EE | $2,052 | $4,785-57.1% | $4,003-48.7% | $6,691-69.3% |
| Admin fee / account holder | $326 | $5,541-94.1% | $4,006-91.9% | $13,402-97.6% |