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 | $113,369 | $54,357+108.6% | $82,706+37.1% | $68,495+65.5% |
| Participation rate | 70.0% | 63.9%+6.1pp | 72.6%-2.6pp | 67.9%+2.1pp |
| Annual return | -9.92% | -13.67%+3.7pp | 701.76%-711.7pp | -7.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,305 | $3,246+32.6% | $4,394-2.0% | $4,028+6.9% |
| Admin fee / account holder | $19,854 | $4,396+351.6% | $5,329+272.6% | $5,403+267.4% |