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 | $4,150 | $29,319-85.8% | $52,425-92.1% | $82,448-95.0% |
| Participation rate | 92.2% | 46.9%+45.3pp | 55.6%+36.5pp | 68.1%+24.1pp |
| Annual return | 24.62% | 535.20%-510.6pp | 302.12%-277.5pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,425 | $1,171+107.0% | $1,790+35.4% | $4,139-41.4% |
| Admin fee / account holder | $371 | $1,962-81.1% | $2,495-85.1% | $7,234-94.9% |