Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,921 | $149,778-69.3% | $118,946-61.4% | $158,950-71.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 30.57% | 19.95%+10.6pp | 35.89%-5.3pp | 302.91%-272.3pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,658 | $5,225+218.8% | $4,266+290.5% | $5,983+178.4% |
| Admin fee / account holder | $1,275 | $8,604-85.2% | $6,581-80.6% | $11,248-88.7% |