Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,522 | $67,823-97.8% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 28.82% | 219.11%-190.3pp | 302.12%-273.3pp | 220.34%-191.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,373 | $2,288-40.0% | $1,790-23.3% | $6,407-78.6% |
| Admin fee / account holder | $326 | $2,844-88.5% | $2,495-86.9% | $12,270-97.3% |