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 | $128,187 | $211,946-39.5% | $169,452-24.4% | $135,382-5.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.34% | 3.26%-7.6pp | 1.83%-6.2pp | 519.77%-524.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,097 | $6,075-32.6% | $5,277-22.4% | $5,609-27.0% |
| Admin fee / account holder | $71,782 | $11,472+525.7% | $9,110+688.0% | $10,829+562.9% |