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 | $33,681 | $97,732-65.5% | $83,831-59.8% | $135,380-75.1% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -9.60% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $573 | $4,222-86.4% | $3,631-84.2% | $4,779-88.0% |
| Participant deferral / active EE | $2,552 | $4,683-45.5% | $4,082-37.5% | $5,609-54.5% |
| Admin fee / account holder | $409 | $6,675-93.9% | $5,479-92.5% | $10,828-96.2% |