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 | $44,286 | $39,245+12.8% | $64,105-30.9% | $52,331-15.4% |
| Participation rate | 82.7% | 58.2%+24.5pp | 68.2%+14.6pp | 68.1%+14.6pp |
| Annual return | -0.39% | 14.79%-15.2pp | 791.24%-791.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,968 | $1,992+49.0% | $2,822+5.2% | $3,022-1.8% |
| Admin fee / account holder | $13,347 | $592+2152.8% | $4,499+196.7% | $592+2156.2% |