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 | $28,238 | $97,729-71.1% | $83,830-66.3% | $135,379-79.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -4.04% | 1287.52%-1291.6pp | 850.97%-855.0pp | 519.79%-523.8pp |
| Employer contribution / active EE | $594 | $4,222-85.9% | $3,631-83.6% | $4,779-87.6% |
| Participant deferral / active EE | $1,814 | $4,683-61.3% | $4,082-55.6% | $5,609-67.7% |
| Admin fee / account holder | $6,546 | $6,674-1.9% | $5,479+19.5% | $10,828-39.5% |