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 | $34,960 | $72,177-51.6% | $115,038-69.6% | $59,633-41.4% |
| Participation rate | 70.2% | 72.6%-2.3pp | 81.4%-11.2pp | 68.7%+1.5pp |
| Annual return | -1.19% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,647 | $4,783+39.0% | $6,026+10.3% | $3,192+108.3% |
| Admin fee / account holder | $8,749 | $4,927+77.6% | $8,175+7.0% | $4,297+103.6% |