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 | $159,248 | $82,032+94.1% | $123,106+29.4% | $59,633+167.0% |
| Participation rate | 74.3% | 83.2%-8.9pp | 86.8%-12.5pp | 68.7%+5.6pp |
| Annual return | -1.70% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,573 | $4,667+83.7% | $6,229+37.6% | $3,192+168.6% |
| Admin fee / account holder | $19,688 | $5,881+234.8% | $9,015+118.4% | $4,297+358.2% |