Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,236 | $67,396-50.7% | $60,919-45.4% | $134,545-75.3% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -8.77% | 50.12%-58.9pp | 16.96%-25.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,610 | $4,534+1.7% | $3,814+20.8% | $6,401-28.0% |
| Admin fee / account holder | $10,921 | $4,590+137.9% | $3,228+238.4% | $11,431-4.5% |