Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,106 | $160,040-86.8% | $147,096-85.7% | $145,877-85.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 19.25% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,848 | $8,429+40.6% | $8,071+46.8% | $6,691+77.1% |
| Admin fee / account holder | $7,431 | $15,050-50.6% | $13,005-42.9% | $13,402-44.6% |