Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,481 | $78,707-44.8% | $117,861-63.1% | $70,126-38.0% |
| Participation rate | 72.3% | 73.2%-0.9pp | 79.7%-7.3pp | 69.5%+2.8pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,282 | $3,297-30.8% | $4,482-49.1% | $3,332-31.5% |
| Admin fee / account holder | $1,367 | $5,066-73.0% | $8,021-83.0% | $4,645-70.6% |