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 | $12,552 | $105,145-88.1% | $94,664-86.7% | $139,466-91.0% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 14.71% | 38.09%-23.4pp | 156.84%-142.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,288 | $7,599-69.9% | $7,417-69.2% | $6,712-65.9% |
| Admin fee / account holder | $7,754 | $8,972-13.6% | $7,222+7.4% | $11,409-32.0% |