Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,898 | $152,597-75.8% | $117,533-68.6% | $134,532-72.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -17.02% | 53.04%-70.1pp | 29.77%-46.8pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,979 | $4,821+44.8% | $4,072+71.4% | $6,401+9.0% |
| Admin fee / account holder | $1,194 | $7,007-83.0% | $5,647-78.9% | $11,429-89.6% |