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 | $9,456 | $100,139-90.6% | $85,187-88.9% | $145,884-93.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.27% | 84.15%-75.9pp | 66.67%-58.4pp | 551.85%-543.6pp |
| Employer contribution / active EE | $373 | $3,238-88.5% | $2,732-86.4% | $4,662-92.0% |
| Participant deferral / active EE | $4,730 | $5,296-10.7% | $4,525+4.5% | $6,690-29.3% |
| Admin fee / account holder | $344 | $7,262-95.3% | $6,162-94.4% | $13,392-97.4% |