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 | $88,496 | $95,975-7.8% | $74,552+18.7% | $135,382-34.6% |
| Participation rate | 73.9% | 75.7%-1.7pp | 69.1%+4.8pp | 82.6%-8.7pp |
| Annual return | -5.81% | 56.96%-62.8pp | 32.53%-38.3pp | 519.77%-525.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,765 | $3,844+50.0% | $3,108+85.5% | $5,609+2.8% |
| Admin fee / account holder | $21,083 | $6,522+223.3% | $5,060+316.7% | $10,829+94.7% |