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 | $43,179 | $154,193-72.0% | $130,045-66.8% | $139,466-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 32.51%-22.3pp | -137.30%+147.5pp | 373.66%-363.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,213 | $6,709-37.2% | $5,820-27.6% | $6,712-37.2% |
| Admin fee / account holder | $12,177 | $13,989-13.0% | $10,600+14.9% | $11,409+6.7% |