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 | $11,208 | $100,147-88.8% | $81,286-86.2% | $145,877-92.3% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.5%+21.0pp | 80.3%+10.2pp |
| Annual return | 51.48% | 34.44%+17.0pp | 24.80%+26.7pp | 551.28%-499.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,380 | $4,607-48.3% | $3,883-38.7% | $6,691-64.4% |
| Admin fee / account holder | $5,680 | $8,201-30.7% | $5,764-1.5% | $13,402-57.6% |