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 | $131,892 | $133,981-1.6% | $112,249+17.5% | $134,532-2.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -1.51% | 47.16%-48.7pp | 27.48%-29.0pp | 418.27%-419.8pp |
| Employer contribution / active EE | $691 | $4,040-82.9% | $3,636-81.0% | $4,741-85.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,591 | $7,492-52.1% | $6,412-44.0% | $11,429-68.6% |