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 | $102,496 | $138,076-25.8% | $123,553-17.0% | $135,380-24.3% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.64% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,905 | $6,800-27.9% | $6,426-23.7% | $5,609-12.5% |
| Admin fee / account holder | $25,948 | $10,917+137.7% | $9,284+179.5% | $10,828+139.6% |