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 | $82,588 | $78,694+4.9% | $67,652+22.1% | $125,389-34.1% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 83.2%+11.8pp |
| Annual return | -0.50% | 9.46%-10.0pp | 6625.40%-6625.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,218 | $4,292+21.6% | $3,560+46.6% | $5,352-2.5% |
| Admin fee / account holder | $382 | $7,403-94.8% | $4,821-92.1% | $9,541-96.0% |