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 | $84,186 | $142,409-40.9% | $119,634-29.6% | $134,545-37.4% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -14.82% | -12.46%-2.4pp | -14.98%+0.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $997 | $5,224-80.9% | $4,232-76.4% | $4,742-79.0% |
| Participant deferral / active EE | $3,496 | $6,468-46.0% | $5,601-37.6% | $6,401-45.4% |
| Admin fee / account holder | $14,160 | $13,594+4.2% | $10,329+37.1% | $11,431+23.9% |