Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,732 | $123,750-48.5% | $69,611-8.4% | $145,877-56.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 23.90% | 192.03%-168.1pp | 101.14%-77.2pp | 551.28%-527.4pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,025 | $4,243+442.7% | $2,891+696.5% | $6,691+244.1% |
| Admin fee / account holder | $427 | $7,817-94.5% | $4,696-90.9% | $13,402-96.8% |