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 | $230,266 | $100,772+128.5% | $86,690+165.6% | $134,493+71.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.25% | 29.06%-40.3pp | 35.93%-47.2pp | 418.01%-429.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,455 | $5,338-54.0% | $4,656-47.3% | $6,400-61.6% |
| Admin fee / account holder | $3,278 | $10,920-70.0% | $7,490-56.2% | $11,425-71.3% |