Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,033 | $114,237-74.6% | $119,258-75.7% | $167,536-82.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 24.38% | 29.87%-5.5pp | 30.69%-6.3pp | 478.82%-454.4pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $44,980 | $6,084+639.3% | $6,111+636.0% | $6,342+609.2% |
| Admin fee / account holder | $21,061 | $8,932+135.8% | $7,226+191.5% | $12,315+71.0% |