Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,874 | $124,346-51.8% | $111,306-46.2% | $167,553-64.3% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 55.80% | 37.46%+18.3pp | 54.67%+1.1pp | 478.89%-423.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,594 | $5,182+104.5% | $4,488+136.1% | $6,343+67.0% |
| Admin fee / account holder | $3,680 | $10,623-65.4% | $7,966-53.8% | $12,316-70.1% |