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 | $107,589 | $138,114-22.1% | $125,391-14.2% | $134,545-20.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.55% | 750.88%-767.4pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,263 | $7,801+5.9% | $7,448+10.9% | $6,401+29.1% |
| Admin fee / account holder | $2,059 | $11,570-82.2% | $10,009-79.4% | $11,431-82.0% |