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 | $23,551 | $106,749-77.9% | $145,433-83.8% | $82,448-71.4% |
| Participation rate | 82.7% | 75.6%+7.0pp | 82.1%+0.6pp | 68.1%+14.6pp |
| Annual return | 101.98% | 27.59%+74.4pp | 66.58%+35.4pp | 41.64%+60.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,473 | $6,519+14.6% | $7,897-5.4% | $4,139+80.5% |
| Admin fee / account holder | $530 | $8,390-93.7% | $13,129-96.0% | $7,234-92.7% |