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 | $59,213 | $61,660-4.0% | $80,022-26.0% | $64,173-7.7% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -3.68% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,507 | $2,968-49.2% | $3,686-59.1% | $3,470-56.6% |
| Admin fee / account holder | $371 | $5,417-93.2% | $6,521-94.3% | $4,887-92.4% |