Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,563 | $102,429-49.7% | $147,096-64.9% | $80,925-36.3% |
| Participation rate | 76.2% | 75.9%+0.3pp | 82.2%-6.0pp | 67.7%+8.5pp |
| Annual return | 13.62% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,536 | $6,649+13.3% | $8,071-6.6% | $4,299+75.3% |
| Admin fee / account holder | $1,834 | $7,957-77.0% | $13,005-85.9% | $6,940-73.6% |