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 | $26,644 | $52,678-49.4% | $75,784-64.8% | $59,633-55.3% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.8%+18.5pp | 68.7%+25.7pp |
| Annual return | 1.44% | 2.95%-1.5pp | 9.68%-8.2pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $3 | $2,193-99.8% | $3,323-99.9% | $2,203-99.8% |
| Participant deferral / active EE | $2,143 | $2,591-17.3% | $3,652-41.3% | $3,192-32.9% |
| Admin fee / account holder | $515 | $3,610-85.7% | $5,300-90.3% | $4,297-88.0% |