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 | $111,868 | $180,459-38.0% | $154,108-27.4% | $135,380-17.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.67% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,080 | $6,035-82.1% | $5,298-79.6% | $4,779-77.4% |
| Participant deferral / active EE | $2,995 | $5,806-48.4% | $5,081-41.1% | $5,609-46.6% |
| Admin fee / account holder | $3,115 | $16,145-80.7% | $13,411-76.8% | $10,828-71.2% |