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 | $17,146 | $138,114-87.6% | $125,391-86.3% | $134,545-87.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.22% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $915 | $5,246-82.6% | $4,816-81.0% | $4,742-80.7% |
| Participant deferral / active EE | $3,765 | $7,801-51.7% | $7,448-49.5% | $6,401-41.2% |
| Admin fee / account holder | $25,000 | $11,570+116.1% | $10,009+149.8% | $11,431+118.7% |