Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,547 | $82,674-63.1% | $125,363-75.6% | $68,495-55.4% |
| Participation rate | 96.4% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.15%-587.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,267 | $6,111+133.5% | $7,447+91.6% | $4,028+254.2% |
| Admin fee / account holder | $2,018 | $6,276-67.9% | $10,005-79.8% | $5,403-62.7% |