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 | $122,505 | $131,835-7.1% | $108,582+12.8% | $273,972-55.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 11.04% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,497 | $5,127-12.3% | $4,311+4.3% | $5,287-14.9% |
| Admin fee / account holder | $967 | $10,253-90.6% | $7,645-87.3% | $10,133-90.5% |