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 | $47,676 | $97,732-51.2% | $83,831-43.1% | $135,380-64.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.61% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $426 | $4,222-89.9% | $3,631-88.3% | $4,779-91.1% |
| Participant deferral / active EE | $3,234 | $4,683-30.9% | $4,082-20.8% | $5,609-42.3% |
| Admin fee / account holder | $4,029 | $6,675-39.6% | $5,479-26.5% | $10,828-62.8% |