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 | $82,476 | $138,072-40.3% | $123,549-33.2% | $135,382-39.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -0.28% | 153.69%-154.0pp | 119.20%-119.5pp | 519.77%-520.1pp |
| Employer contribution / active EE | $876 | $5,152-83.0% | $4,628-81.1% | $4,779-81.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,063 | $10,917-62.8% | $9,284-56.2% | $10,829-62.5% |