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 | $87,842 | $138,114-36.4% | $125,391-29.9% | $134,545-34.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -11.89% | 750.88%-762.8pp | 572.41%-584.3pp | 418.37%-430.3pp |
| Employer contribution / active EE | $807 | $5,246-84.6% | $4,816-83.2% | $4,742-83.0% |
| Participant deferral / active EE | $4,348 | $7,801-44.3% | $7,448-41.6% | $6,401-32.1% |
| Admin fee / account holder | $1,899 | $11,570-83.6% | $10,009-81.0% | $11,431-83.4% |