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 | $129,711 | $100,911+28.5% | $90,440+43.4% | $158,966-18.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.36% | 1726.62%-1710.3pp | 1294.38%-1278.0pp | 302.95%-286.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $28,624 | $4,348+558.3% | $3,964+622.2% | $5,983+378.4% |
| Admin fee / account holder | $25,297 | $6,507+288.8% | $5,615+350.5% | $11,250+124.9% |