Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,181 | $190,879-75.8% | $160,009-71.1% | $134,532-65.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.14% | 552.63%-571.8pp | 408.85%-428.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,588 | $6,924-33.7% | $6,183-25.8% | $6,401-28.3% |
| Admin fee / account holder | $563 | $10,495-94.6% | $8,715-93.5% | $11,429-95.1% |