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 | $63,065 | $167,533-62.4% | $151,645-58.4% | $134,545-53.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.03% | 7.81%-25.8pp | 3.34%-21.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,469 | $6,828-78.5% | $6,165-76.2% | $4,742-69.0% |
| Participant deferral / active EE | $10,425 | $8,985+16.0% | $8,363+24.7% | $6,401+62.9% |
| Admin fee / account holder | $3,259 | $13,781-76.4% | $11,614-71.9% | $11,431-71.5% |