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 | $15,378 | $54,355-71.7% | $82,744-81.4% | $68,486-77.5% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | 6.33% | -13.67%+20.0pp | 702.22%-695.9pp | -7.85%+14.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,609 | $3,246+196.0% | $4,395+118.7% | $4,028+138.6% |
| Admin fee / account holder | $2,444 | $4,397-44.4% | $5,325-54.1% | $5,404-54.8% |