Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,805 | $72,465-63.0% | $67,575-60.3% | $145,884-81.6% |
| Participation rate | 79.2% | 76.9%+2.3pp | 72.9%+6.3pp | 80.3%-1.1pp |
| Annual return | 12.74% | 7222.56%-7209.8pp | 3528.98%-3516.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,333 | $4,786+74.1% | $4,003+108.1% | $6,690+24.6% |
| Admin fee / account holder | $3,433 | $5,515-37.8% | $3,993-14.0% | $13,392-74.4% |