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 | $59,650 | $50,958+17.1% | $74,552-20.0% | $64,181-7.1% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.1%+9.6pp | 69.6%+9.2pp |
| Annual return | -7.86% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,447 | $2,301+49.8% | $3,108+10.9% | $3,470-0.7% |
| Admin fee / account holder | $1,352 | $4,223-68.0% | $5,060-73.3% | $4,887-72.3% |