Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,113 | $142,426-53.6% | $115,167-42.6% | $152,909-56.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $282 | $4,011-93.0% | $3,179-91.1% | $4,764-94.1% |
| Participant deferral / active EE | $6,656 | $5,165+28.9% | $4,169+59.7% | $5,851+13.8% |
| Admin fee / account holder | $2,947 | $8,464-65.2% | $7,089-58.4% | $11,601-74.6% |