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 | $54,226 | $132,099-59.0% | $115,599-53.1% | $138,895-61.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 21.27% | 176.76%-155.5pp | 111.10%-89.8pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,308 | $5,617+190.3% | $4,889+233.5% | $6,396+155.0% |
| Admin fee / account holder | $2,792 | $15,650-82.2% | $12,841-78.3% | $12,562-77.8% |