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 | $91,994 | $84,685+8.6% | $73,836+24.6% | $125,389-26.6% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.4%+18.9pp | 83.2%+9.1pp |
| Annual return | -2.37% | 3123.80%-3126.2pp | 2268.06%-2270.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,631 | $3,993+66.1% | $3,583+85.1% | $5,352+23.9% |
| Admin fee / account holder | $1,711 | $5,694-70.0% | $4,882-65.0% | $9,541-82.1% |