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 | $166,908 | $110,083+51.6% | $151,645+10.1% | $68,490+143.7% |
| Participation rate | 70.6% | 84.0%-13.4pp | 87.5%-16.9pp | 67.9%+2.7pp |
| Annual return | -17.50% | -10.12%-7.4pp | 3.34%-20.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,648 | $6,526+78.5% | $8,363+39.3% | $4,028+189.2% |
| Admin fee / account holder | $2,766 | $7,718-64.2% | $11,614-76.2% | $5,403-48.8% |