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 | $57,899 | $72,177-19.8% | $115,037-49.7% | $59,632-2.9% |
| Participation rate | 72.9% | 72.6%+0.4pp | 81.4%-8.5pp | 68.7%+4.2pp |
| Annual return | -1.98% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $354 | $2,841-87.6% | $4,608-92.3% | $2,203-83.9% |
| Participant deferral / active EE | $2,615 | $4,783-45.3% | $6,026-56.6% | $3,192-18.1% |
| Admin fee / account holder | $2,142 | $4,927-56.5% | $8,175-73.8% | $4,297-50.1% |