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 | $76,513 | $211,946-63.9% | $169,452-54.8% | $135,380-43.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.38% | 3.26%-8.6pp | 1.83%-7.2pp | 519.81%-525.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,252 | $6,075+52.3% | $5,277+75.3% | $5,609+64.9% |
| Admin fee / account holder | $859 | $11,472-92.5% | $9,110-90.6% | $10,828-92.1% |