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 | $75,725 | $142,392-46.8% | $119,622-36.7% | $134,532-43.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.06% | -12.46%-4.6pp | -14.98%-2.1pp | 418.27%-435.3pp |
| Employer contribution / active EE | $961 | $5,224-81.6% | $4,232-77.3% | $4,741-79.7% |
| Participant deferral / active EE | $2,886 | $6,467-55.4% | $5,601-48.5% | $6,401-54.9% |
| Admin fee / account holder | $20,123 | $13,593+48.0% | $10,328+94.8% | $11,429+76.1% |