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 | $187,344 | $138,102+35.7% | $125,381+49.4% | $134,532+39.3% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.94% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,633 | $7,801-27.8% | $7,448-24.4% | $6,401-12.0% |
| Admin fee / account holder | $84,143 | $11,568+627.4% | $10,007+740.8% | $11,429+636.3% |