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 | $46,022 | $57,352-19.8% | $83,831-45.1% | $64,173-28.3% |
| Participation rate | 73.7% | 68.6%+5.1pp | 76.1%-2.5pp | 69.6%+4.1pp |
| Annual return | -4.71% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,498 | $2,993-16.5% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $12,953 | $4,046+220.1% | $5,479+136.4% | $4,887+165.0% |