Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,353 | $124,175-74.8% | $108,405-71.1% | $167,536-81.3% |
| Participation rate | 72.2% | 82.3%-10.1pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 14.39% | 1380.13%-1365.7pp | 905.55%-891.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,448 | $6,908+65.7% | $6,563+74.4% | $6,342+80.5% |
| Admin fee / account holder | $2,097 | $9,457-77.8% | $7,297-71.3% | $12,315-83.0% |