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 | $37,774 | $71,873-47.4% | $86,698-56.4% | $68,490-44.8% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -14.47% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $515 | $2,173-76.3% | $2,837-81.9% | $2,597-80.2% |
| Participant deferral / active EE | $2,548 | $3,779-32.6% | $4,656-45.3% | $4,028-36.7% |
| Admin fee / account holder | $3,477 | $6,110-43.1% | $7,492-53.6% | $5,403-35.6% |