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 | $78,505 | $78,694-0.2% | $67,652+16.0% | $125,389-37.4% |
| Participation rate | 73.7% | 78.8%-5.1pp | 75.7%-2.0pp | 83.2%-9.5pp |
| Annual return | -3.03% | 9.46%-12.5pp | 6625.40%-6628.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $411 | $3,044-86.5% | $2,266-81.8% | $4,866-91.5% |
| Participant deferral / active EE | $3,382 | $4,292-21.2% | $3,560-5.0% | $5,352-36.8% |
| Admin fee / account holder | $6,876 | $7,403-7.1% | $4,821+42.6% | $9,541-27.9% |