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 | $25,549 | $68,097-62.5% | $62,929-59.4% | $137,256-81.4% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 44.76% | 1859.11%-1814.4pp | 1063.93%-1019.2pp | 220.34%-175.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,232 | $4,553+168.7% | $3,888+214.6% | $6,407+90.9% |
| Admin fee / account holder | $3,244 | $6,521-50.3% | $5,065-35.9% | $12,270-73.6% |