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 | $21,848 | $111,814-80.5% | $93,654-76.7% | $145,959-85.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.35% | 203.30%-192.9pp | 133.34%-123.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $347 | $3,092-88.8% | $2,421-85.7% | $4,661-92.6% |
| Participant deferral / active EE | $1,998 | $4,914-59.3% | $4,413-54.7% | $6,689-70.1% |
| Admin fee / account holder | $2,711 | $10,246-73.5% | $8,282-67.3% | $13,398-79.8% |