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 | $83,099 | $167,352-50.3% | $143,788-42.2% | $134,509-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.45% | 0.47%-14.9pp | -0.03%-14.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $994 | $5,620-82.3% | $4,952-79.9% | $4,741-79.0% |
| Participant deferral / active EE | $7,507 | $6,447+16.4% | $5,638+33.2% | $6,400+17.3% |
| Admin fee / account holder | $1,086 | $18,091-94.0% | $14,675-92.6% | $11,427-90.5% |