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 | $30,819 | $107,030-71.2% | $73,550-58.1% | $147,586-79.1% |
| Participation rate | 83.3% | 66.4%+17.0pp | 54.9%+28.4pp | 82.8%+0.5pp |
| Annual return | 309.01% | 38.25%+270.8pp | -15.16%+324.2pp | 578.59%-269.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,970 | $2,458+346.3% | $1,804+508.0% | $5,439+101.7% |
| Admin fee / account holder | $1,863 | $3,055-39.0% | $2,320-19.7% | $10,886-82.9% |