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 | $85,702 | $82,678+3.7% | $125,391-31.7% | $68,490+25.1% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,827 | $6,111-4.7% | $7,448-21.8% | $4,028+44.7% |
| Admin fee / account holder | $2,688 | $6,277-57.2% | $10,009-73.1% | $5,403-50.3% |