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 | $22,133 | $109,872-79.9% | $98,483-77.5% | $167,536-86.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 10.22% | 1959.31%-1949.1pp | 1494.38%-1484.2pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,764 | $4,673-19.5% | $4,276-12.0% | $6,342-40.7% |
| Admin fee / account holder | $540 | $6,757-92.0% | $5,953-90.9% | $12,315-95.6% |