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 | $105,834 | $209,336-49.4% | $197,124-46.3% | $137,256-22.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.17% | 48.09%-35.9pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $313 | $6,591-95.3% | $6,227-95.0% | $4,156-92.5% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,941 | $17,308-88.8% | $16,298-88.1% | $12,270-84.2% |