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 | $81,411 | $81,870-0.6% | $119,622-31.9% | $68,486+18.9% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -12.98% | -23.82%+10.8pp | -14.98%+2.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,231 | $4,148+26.1% | $5,601-6.6% | $4,028+29.9% |
| Admin fee / account holder | $26,516 | $6,583+302.8% | $10,328+156.7% | $5,404+390.7% |