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 | $224,625 | $105,861+112.2% | $90,756+147.5% | $134,509+67.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -9.47% | -10.99%+1.5pp | -12.16%+2.7pp | 418.13%-427.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,341 | $5,217-55.1% | $4,565-48.7% | $6,400-63.4% |
| Admin fee / account holder | $2,689 | $13,938-80.7% | $8,445-68.2% | $11,427-76.5% |