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 | $188,918 | $93,117+102.9% | $77,096+145.0% | $134,532+40.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.29% | 62.67%-81.0pp | 42.35%-60.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $149 | $3,420-95.6% | $2,814-94.7% | $4,741-96.9% |
| Participant deferral / active EE | $12,787 | $5,241+144.0% | $4,429+188.7% | $6,401+99.8% |
| Admin fee / account holder | $6,134 | $6,948-11.7% | $5,428+13.0% | $11,429-46.3% |