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 | $25,055 | $167,362-85.0% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.32% | 0.47%-0.8pp | -0.04%-0.3pp | 418.27%-418.6pp |
| Employer contribution / active EE | $1,082 | $5,620-80.7% | $4,952-78.1% | $4,741-77.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,695 | $18,094+36.5% | $14,677+68.3% | $11,429+116.1% |