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 | $41,877 | $69,515-39.8% | $86,874-51.8% | $85,854-51.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.28% | 20.12%-4.8pp | 63.52%-48.2pp | 318.56%-303.3pp |
| Employer contribution / active EE | $10 | $1,880-99.5% | $2,495-99.6% | $2,565-99.6% |
| Participant deferral / active EE | $1,424 | $2,919-51.2% | $3,699-61.5% | $3,952-64.0% |
| Admin fee / account holder | $1,769 | $5,972-70.4% | $5,828-69.6% | $6,260-71.7% |