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 | $86,869 | $105,867-17.9% | $90,760-4.3% | $134,532-35.4% |
| Participation rate | 72.7% | 78.3%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -15.90% | -10.99%-4.9pp | -12.16%-3.7pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,455 | $5,217-72.1% | $4,565-68.1% | $6,401-77.3% |
| Admin fee / account holder | $36,871 | $13,936+164.6% | $8,444+336.6% | $11,429+222.6% |