Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,898 | $77,816-43.6% | $123,552-64.5% | $64,173-31.6% |
| Participation rate | 83.6% | 74.7%+8.9pp | 82.3%+1.3pp | 69.6%+14.0pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $349 | $3,014-88.4% | $4,628-92.5% | $2,381-85.4% |
| Participant deferral / active EE | $9,237 | $5,240+76.3% | $6,426+43.7% | $3,470+166.2% |
| Admin fee / account holder | $12,873 | $5,519+133.3% | $9,285+38.7% | $4,887+163.4% |