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 | $28,799 | $138,078-79.1% | $125,363-77.0% | $134,509-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | -$9 | $5,245-100.2% | $4,815-100.2% | $4,741-100.2% |
| Participant deferral / active EE | $3,591 | $7,800-54.0% | $7,447-51.8% | $6,400-43.9% |
| Admin fee / account holder | $950 | $11,566-91.8% | $10,005-90.5% | $11,427-91.7% |