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 | $49,557 | $75,962-34.8% | $154,108-67.8% | $64,173-22.8% |
| Participation rate | 72.2% | 70.4%+1.8pp | 83.0%-10.8pp | 69.6%+2.7pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,613 | $3,175-17.7% | $5,081-48.6% | $3,470-24.7% |
| Admin fee / account holder | $20,500 | $5,589+266.8% | $13,411+52.9% | $4,887+319.4% |