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 | $37,984 | $67,396-43.6% | $60,919-37.6% | $134,545-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.00% | 50.12%-64.1pp | 16.96%-31.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $200 | $3,101-93.6% | $2,704-92.6% | $4,742-95.8% |
| Participant deferral / active EE | $2,550 | $4,534-43.8% | $3,814-33.1% | $6,401-60.2% |
| Admin fee / account holder | $991 | $4,590-78.4% | $3,228-69.3% | $11,431-91.3% |