Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,338 | $75,962+24.2% | $154,108-38.8% | $64,173+47.0% |
| Participation rate | 72.5% | 70.4%+2.1pp | 83.0%-10.5pp | 69.6%+2.9pp |
| Annual return | -4.11% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,090 | $3,175+312.3% | $5,081+157.7% | $3,470+277.3% |
| Admin fee / account holder | $7,991 | $5,589+43.0% | $13,411-40.4% | $4,887+63.5% |