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 | $59,597 | $152,591-60.9% | $117,529-49.3% | $134,545-55.7% |
| Participation rate | 70.0% | 77.1%-7.1pp | 70.6%-0.6pp | 81.2%-11.2pp |
| Annual return | -17.01% | 53.04%-70.1pp | 29.77%-46.8pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,065 | $4,821+46.6% | $4,072+73.5% | $6,401+10.4% |
| Admin fee / account holder | $2,348 | $7,004-66.5% | $5,645-58.4% | $11,431-79.5% |