Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,334 | $68,097-92.2% | $62,929-91.5% | $137,256-96.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.68% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,363 | $4,553-48.1% | $3,888-39.2% | $6,407-63.1% |
| Admin fee / account holder | $6,629 | $6,521+1.6% | $5,065+30.9% | $12,270-46.0% |