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 | $72,853 | $156,616-53.5% | $133,346-45.4% | $198,609-63.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 8.23% | 44.25%-36.0pp | 36.85%-28.6pp | 202.70%-194.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,279 | $4,920+48.0% | $4,332+68.0% | $6,977+4.3% |
| Admin fee / account holder | $80,669 | $17,468+361.8% | $14,264+465.5% | $19,030+323.9% |