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 | $71,325 | $72,388-1.5% | $111,392-36.0% | $64,173+11.1% |
| Participation rate | 74.4% | 70.5%+3.9pp | 78.9%-4.4pp | 69.6%+4.8pp |
| Annual return | -4.47% | -1.50%-3.0pp | -2.06%-2.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $253 | $3,000-91.5% | $4,328-94.1% | $2,381-89.4% |
| Participant deferral / active EE | $2,160 | $4,241-49.1% | $5,567-61.2% | $3,470-37.7% |
| Admin fee / account holder | $3,208 | $5,719-43.9% | $12,266-73.8% | $4,887-34.4% |