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 | $60,653 | $72,177-16.0% | $115,037-47.3% | $59,633+1.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.90% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $50 | $2,841-98.2% | $4,608-98.9% | $2,203-97.7% |
| Participant deferral / active EE | $6,303 | $4,783+31.8% | $6,026+4.6% | $3,192+97.5% |
| Admin fee / account holder | $1,300 | $4,927-73.6% | $8,175-84.1% | $4,297-69.8% |