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 | $23,448 | $82,674-71.6% | $125,381-81.3% | $68,486-65.8% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -17.52% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,037 | $6,111+64.3% | $7,448+34.8% | $4,028+149.2% |
| Admin fee / account holder | $1,896 | $6,277-69.8% | $10,007-81.1% | $5,404-64.9% |