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 | $100,632 | $138,078-27.1% | $125,363-19.7% | $134,509-25.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.13% | 750.49%-758.6pp | 572.15%-580.3pp | 418.13%-426.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,691 | $7,800+24.2% | $7,447+30.1% | $6,400+51.4% |
| Admin fee / account holder | $18,414 | $11,566+59.2% | $10,005+84.0% | $11,427+61.2% |