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 | $41,618 | $167,533-75.2% | $151,645-72.6% | $134,545-69.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -20.15% | 7.81%-28.0pp | 3.34%-23.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,171 | $8,985-53.6% | $8,363-50.1% | $6,401-34.8% |
| Admin fee / account holder | $1,590 | $13,781-88.5% | $11,614-86.3% | $11,431-86.1% |