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 | $34,806 | $64,719-46.2% | $112,249-69.0% | $68,486-49.2% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -7.05% | -11.40%+4.4pp | 27.48%-34.5pp | -7.85%+0.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,941 | $3,565-45.5% | $4,729-58.9% | $4,028-51.8% |
| Admin fee / account holder | $5,817 | $5,232+11.2% | $6,412-9.3% | $5,404+7.6% |