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 | $115,146 | $138,102-16.6% | $125,381-8.2% | $134,532-14.4% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -18.46% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $520 | $5,245-90.1% | $4,815-89.2% | $4,741-89.0% |
| Participant deferral / active EE | $12,711 | $7,801+62.9% | $7,448+70.7% | $6,401+98.6% |
| Admin fee / account holder | $7,563 | $11,568-34.6% | $10,007-24.4% | $11,429-33.8% |