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 | $87,939 | $138,102-36.3% | $125,381-29.9% | $134,532-34.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -17.37% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,321 | $7,801+19.5% | $7,448+25.2% | $6,401+45.6% |
| Admin fee / account holder | $1,640 | $11,568-85.8% | $10,007-83.6% | $11,429-85.6% |