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 | $77,429 | $61,660+25.6% | $80,022-3.2% | $64,173+20.7% |
| Participation rate | 78.0% | 71.7%+6.3pp | 75.8%+2.2pp | 69.6%+8.4pp |
| Annual return | -7.29% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $58 | $1,810-96.8% | $2,468-97.6% | $2,381-97.6% |
| Participant deferral / active EE | $2,577 | $2,968-13.2% | $3,686-30.1% | $3,470-25.7% |
| Admin fee / account holder | $2,203 | $5,417-59.3% | $6,521-66.2% | $4,887-54.9% |