Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,761 | $82,288-90.6% | $68,794-88.7% | $134,509-94.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -20.19% | -2.19%-18.0pp | -6.37%-13.8pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,716 | $4,738+168.4% | $3,941+222.6% | $6,400+98.7% |
| Admin fee / account holder | $1,835 | $6,482-71.7% | $4,934-62.8% | $11,427-83.9% |