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 | $19,849 | $167,362-88.1% | $143,799-86.2% | $134,532-85.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.53% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,513 | $6,447-45.5% | $5,638-37.7% | $6,401-45.1% |
| Admin fee / account holder | $1,345 | $18,094-92.6% | $14,677-90.8% | $11,429-88.2% |