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 | $23,611 | $100,895-76.6% | $90,430-73.9% | $158,950-85.1% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 7.46% | 1725.54%-1718.1pp | 1293.73%-1286.3pp | 302.91%-295.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,008 | $4,347-53.8% | $3,963-49.3% | $5,983-66.4% |
| Admin fee / account holder | $21,026 | $6,505+223.2% | $5,613+274.6% | $11,248+86.9% |