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 | $56,236 | $107,941-47.9% | $91,994-38.9% | $152,909-63.2% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.5%+2.2pp |
| Annual return | 22.47% | 89.28%-66.8pp | 69.04%-46.6pp | 345.46%-323.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,742 | $6,366-41.2% | $5,924-36.8% | $5,851-36.1% |
| Admin fee / account holder | $2,038 | $10,521-80.6% | $7,744-73.7% | $11,601-82.4% |