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 | $195,155 | $110,083+77.3% | $151,645+28.7% | $68,490+184.9% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -13.73% | -10.12%-3.6pp | 3.34%-17.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,787 | $6,526+126.6% | $8,363+76.8% | $4,028+267.1% |
| Admin fee / account holder | $2,234 | $7,718-71.1% | $11,614-80.8% | $5,403-58.7% |