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 | $19,138 | $82,678-76.9% | $125,391-84.7% | $68,490-72.1% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -4.57% | -5.97%+1.4pp | 572.41%-577.0pp | -7.85%+3.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,599 | $6,111+57.1% | $7,448+28.9% | $4,028+138.3% |
| Admin fee / account holder | $1,858 | $6,277-70.4% | $10,009-81.4% | $5,403-65.6% |