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 | $106,671 | $53,596+99.0% | $90,657+17.7% | $64,173+66.2% |
| Participation rate | 78.8% | 64.5%+14.3pp | 74.0%+4.8pp | 69.6%+9.2pp |
| Annual return | -5.33% | 4.41%-9.7pp | 1.89%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,161 | $2,459+69.3% | $3,424+21.5% | $3,470+19.9% |
| Admin fee / account holder | $2,165 | $3,868-44.0% | $4,994-56.6% | $4,887-55.7% |