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 | $175,673 | $49,177+257.2% | $79,467+121.1% | $64,173+173.7% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | -5.76% | -1.16%-4.6pp | 718.30%-724.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,104 | $2,821+293.6% | $3,704+199.8% | $3,470+220.0% |
| Admin fee / account holder | $6,250 | $3,839+62.8% | $5,104+22.4% | $4,887+27.9% |