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 | $149,817 | $82,678+81.2% | $125,391+19.5% | $68,490+118.7% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+10.9pp | 67.9%+25.4pp |
| Annual return | -13.43% | -5.97%-7.5pp | 572.41%-585.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,854 | $6,111+12.1% | $7,448-8.0% | $4,028+70.2% |
| Admin fee / account holder | $12,963 | $6,277+106.5% | $10,009+29.5% | $5,403+139.9% |