Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $48,214 | $48,327-0.2% | $67,575-28.7% | $80,935-40.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.80% | 18.31%-3.5pp | 3528.98%-3514.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,447 | $2,927-16.4% | $4,003-38.9% | $4,299-43.1% |
| Admin fee / account holder | $2,478 | $3,692-32.9% | $3,993-37.9% | $6,924-64.2% |