Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $75,424 | $138,072-45.4% | $123,549-39.0% | $135,382-44.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.19% | 153.69%-162.9pp | 119.20%-128.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,269 | $6,799-66.6% | $6,426-64.7% | $5,609-59.5% |
| Admin fee / account holder | $5,404 | $10,917-50.5% | $9,284-41.8% | $10,829-50.1% |