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 | $32,416 | $97,729-66.8% | $83,830-61.3% | $135,379-76.1% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -5.86% | 1287.52%-1293.4pp | 850.97%-856.8pp | 519.79%-525.6pp |
| Employer contribution / active EE | $175 | $4,222-95.9% | $3,631-95.2% | $4,779-96.3% |
| Participant deferral / active EE | $2,714 | $4,683-42.0% | $4,082-33.5% | $5,609-51.6% |
| Admin fee / account holder | $6,425 | $6,674-3.7% | $5,479+17.3% | $10,828-40.7% |