Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,451 | $167,353-40.6% | $143,797-30.8% | $134,545-26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.02% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $19,026 | $6,447+195.1% | $5,638+237.4% | $6,401+197.2% |
| Admin fee / account holder | $1,351 | $18,096-92.5% | $14,679-90.8% | $11,431-88.2% |