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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,231 | $45,602+150.5% | $117,498-2.8% | $66,930+70.7% |
| Participation rate | 82.0% | 57.6%+24.4pp | 70.6%+11.4pp | 69.8%+12.2pp |
| Annual return | -13.31% | -16.74%+3.4pp | 29.75%-43.1pp | 1.57%-14.9pp |
| Employer contribution / active EE | $16 | $1,579-99.0% | $4,178-99.6% | $2,545-99.4% |
| Participant deferral / active EE | $8,431 | $2,845+196.3% | $4,071+107.1% | $4,238+98.9% |
| Admin fee / account holder | $804 | $661+21.6% | $5,646-85.8% | $593+35.4% |