Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $111,247 | $163,975-32.2% | $111,2470% | $163,975-32.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 100.0%0pp | 85.7%+14.3pp |
| Annual return | 16.22% | 6.63%+9.6pp | 16.22%0pp | 6.63%+9.6pp |
| Employer contribution / active EE | $1,804 | $18,674-90.3% | $1,8040% | $18,674-90.3% |
| Participant deferral / active EE | $0 | $9,864-100.0% | - | $9,864-100.0% |
| Admin fee / account holder | $967 | $2,574-62.4% | $9670% | $2,574-62.4% |