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 | $49,539 | $138,075-64.1% | $123,552-59.9% | $135,379-63.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.60% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $602 | $5,152-88.3% | $4,628-87.0% | $4,779-87.4% |
| Participant deferral / active EE | $6,911 | $6,800+1.6% | $6,426+7.5% | $5,609+23.2% |
| Admin fee / account holder | $20,816 | $10,917+90.7% | $9,285+124.2% | $10,828+92.2% |