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 | $26,589 | $82,674-67.8% | $125,363-78.8% | $68,495-61.2% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,754 | $6,111+43.2% | $7,447+17.5% | $4,028+117.3% |
| Admin fee / account holder | $1,142 | $6,276-81.8% | $10,005-88.6% | $5,403-78.9% |