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 | $31,671 | $82,674-61.7% | $125,381-74.7% | $68,486-53.8% |
| Participation rate | 87.2% | 75.1%+12.2pp | 82.4%+4.9pp | 67.9%+19.3pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.31%-588.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $349 | $3,382-89.7% | $4,815-92.8% | $2,597-86.6% |
| Participant deferral / active EE | $2,811 | $6,111-54.0% | $7,448-62.3% | $4,028-30.2% |
| Admin fee / account holder | $4,587 | $6,277-26.9% | $10,007-54.2% | $5,404-15.1% |