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 | $37,572 | $93,345-59.7% | $119,126-68.5% | $87,485-57.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.37% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,209 | $4,099+51.5% | $5,318+16.8% | $4,274+45.3% |
| Admin fee / account holder | $11,142 | $8,039+38.6% | $10,693+4.2% | $7,775+43.3% |