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 | $77,942 | $95,975-18.8% | $74,552+4.5% | $135,382-42.4% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -7.78% | 56.96%-64.7pp | 32.53%-40.3pp | 519.77%-527.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,190 | $3,844-69.0% | $3,108-61.7% | $5,609-78.8% |
| Admin fee / account holder | $1,592 | $6,522-75.6% | $5,060-68.5% | $10,829-85.3% |