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 | $101,829 | $81,840+24.4% | $63,412+60.6% | $125,389-18.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -1.54% | -0.10%-1.4pp | 4.04%-5.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,655 | $3,064-13.4% | $2,496+6.4% | $5,352-50.4% |
| Admin fee / account holder | $1,320 | $4,951-73.3% | $3,753-64.8% | $9,541-86.2% |