Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,360 | $133,998-90.8% | $112,263-89.0% | $134,545-90.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -13.10% | 47.17%-60.3pp | 27.49%-40.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,015 | $5,292-5.2% | $4,729+6.0% | $6,401-21.7% |
| Admin fee / account holder | $822 | $7,493-89.0% | $6,410-87.2% | $11,431-92.8% |