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 | $28,929 | $217,432-86.7% | $185,849-84.4% | $167,536-82.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.99% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,168 | $5,875-80.1% | $5,169-77.4% | $4,839-75.9% |
| Participant deferral / active EE | $3,438 | $6,357-45.9% | $5,569-38.3% | $6,342-45.8% |
| Admin fee / account holder | $484 | $19,818-97.6% | $16,244-97.0% | $12,315-96.1% |