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 | $77,101 | $95,867-19.6% | $79,551-3.1% | $134,493-42.7% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.9pp | 81.2%+12.1pp |
| Annual return | -14.06% | -2.73%-11.3pp | 0.14%-14.2pp | 418.01%-432.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,258 | $4,692-51.9% | $3,985-43.3% | $6,400-64.7% |
| Admin fee / account holder | $13,833 | $9,127+51.6% | $6,833+102.5% | $11,425+21.1% |