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 | $8,057 | $108,226-92.6% | $77,513-89.6% | $158,950-94.9% |
| Participation rate | 90.9% | 64.4%+26.5pp | 54.2%+36.7pp | 82.0%+8.9pp |
| Annual return | 71.17% | 31.67%+39.5pp | 54.81%+16.4pp | 302.91%-231.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,353 | $2,456+158.7% | $1,861+241.4% | $5,983+6.2% |
| Admin fee / account holder | $2,751 | $3,710-25.8% | $2,859-3.8% | $11,248-75.5% |