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 | $21,877 | $108,882-79.9% | $96,754-77.4% | $154,746-85.9% |
| Participation rate | 78.3% | 75.1%+3.2pp | 70.3%+8.0pp | 80.7%-2.4pp |
| Annual return | 45.06% | 98.39%-53.3pp | 82.04%-37.0pp | 172.34%-127.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,103 | $5,323-4.1% | $4,758+7.3% | $6,730-24.2% |
| Admin fee / account holder | $5,816 | $10,200-43.0% | $8,905-34.7% | $14,365-59.5% |