Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $228,378 | $94,439+141.8% | $73,658+210.0% | $154,746+47.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 6.84% | 28.25%-21.4pp | 29.72%-22.9pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,333 | $2,527+308.9% | $2,062+401.2% | $6,730+53.5% |
| Admin fee / account holder | $17,969 | $3,843+367.6% | $3,357+435.3% | $14,365+25.1% |