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 | $37,828 | $46,689-19.0% | $117,498-67.8% | $68,495-44.8% |
| Participation rate | 84.4% | 56.8%+27.6pp | 70.6%+13.8pp | 67.9%+16.5pp |
| Annual return | -18.72% | -14.52%-4.2pp | 29.75%-48.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,659 | $2,637+0.8% | $4,071-34.7% | $4,028-34.0% |
| Admin fee / account holder | $2,802 | $4,021-30.3% | $5,646-50.4% | $5,403-48.1% |