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 | $27,330 | $176,105-84.5% | $159,474-82.9% | $167,536-83.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.52% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $573 | $5,299-89.2% | $4,831-88.1% | $4,839-88.2% |
| Participant deferral / active EE | $3,558 | $7,751-54.1% | $7,353-51.6% | $6,342-43.9% |
| Admin fee / account holder | $2,204 | $12,559-82.5% | $10,802-79.6% | $12,315-82.1% |