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 | $45,104 | $152,542-70.4% | $117,498-61.6% | $134,509-66.5% |
| Participation rate | 91.7% | 77.1%+14.6pp | 70.6%+21.1pp | 81.2%+10.4pp |
| Annual return | -20.12% | 53.02%-73.1pp | 29.75%-49.9pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,247 | $4,819-74.1% | $4,071-69.4% | $6,400-80.5% |
| Admin fee / account holder | $2,425 | $7,006-65.4% | $5,646-57.1% | $11,427-78.8% |