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 | $81,783 | $138,102-40.8% | $125,381-34.8% | $134,532-39.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.17% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $50 | $5,245-99.0% | $4,815-99.0% | $4,741-98.9% |
| Participant deferral / active EE | $2,875 | $7,801-63.1% | $7,448-61.4% | $6,401-55.1% |
| Admin fee / account holder | $40,950 | $11,568+254.0% | $10,007+309.2% | $11,429+258.3% |