Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,763 | $76,519-89.9% | $56,025-86.1% | $145,897-94.7% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.51% | 3017.03%-3004.5pp | 1712.69%-1700.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,693 | $2,624+78.8% | $1,955+140.1% | $6,689-29.8% |
| Admin fee / account holder | $2,708 | $3,331-18.7% | $2,828-4.3% | $13,390-79.8% |