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 | $112,058 | $82,674+35.5% | $125,381-10.6% | $68,486+63.6% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -19.33% | -5.97%-13.4pp | 572.31%-591.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,652 | $6,111+8.9% | $7,448-10.7% | $4,028+65.2% |
| Admin fee / account holder | $5,817 | $6,277-7.3% | $10,007-41.9% | $5,404+7.6% |