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 | $16,432 | $44,850-63.4% | $60,547-72.9% | $59,633-72.4% |
| Participation rate | 80.3% | 59.5%+20.8pp | 68.0%+12.3pp | 68.7%+11.6pp |
| Annual return | -1.56% | 1074.14%-1075.7pp | 335.64%-337.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $164 | $1,462-88.8% | $2,419-93.2% | $2,203-92.6% |
| Participant deferral / active EE | $2,236 | $2,230+0.3% | $3,328-32.8% | $3,192-29.9% |
| Admin fee / account holder | $1,376 | $3,635-62.2% | $4,536-69.7% | $4,297-68.0% |