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 | $58,521 | $52,519+11.4% | $155,789-62.4% | $59,633-1.9% |
| Participation rate | 83.3% | 61.7%+21.6pp | 76.1%+7.2pp | 68.7%+14.7pp |
| Annual return | -2.35% | 53.51%-55.9pp | 71.54%-73.9pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,597 | $3,084+49.0% | $4,798-4.2% | $3,192+44.0% |
| Admin fee / account holder | $2,006 | $3,540-43.3% | $7,477-73.2% | $4,297-53.3% |