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 | $38,114 | $104,116-63.4% | $71,089-46.4% | $135,380-71.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -0.33% | 1256.51%-1256.8pp | 650.65%-651.0pp | 519.81%-520.1pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,352 | $2,524+112.1% | $1,873+185.8% | $5,609-4.6% |
| Admin fee / account holder | $5,435 | $4,142+31.2% | $3,082+76.3% | $10,828-49.8% |