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 | $146,721 | $52,519+179.4% | $155,789-5.8% | $59,633+146.0% |
| Participation rate | 90.0% | 61.7%+28.3pp | 76.1%+13.9pp | 68.7%+21.3pp |
| Annual return | -1.95% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,651 | $3,084+83.2% | $4,798+17.8% | $3,192+77.1% |
| Admin fee / account holder | $9,611 | $3,540+171.5% | $7,477+28.5% | $4,297+123.7% |