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 | $52,106 | $73,019-28.6% | $90,766-42.6% | $68,490-23.9% |
| Participation rate | 79.5% | 70.8%+8.7pp | 75.7%+3.8pp | 67.9%+11.6pp |
| Annual return | -18.17% | -13.81%-4.4pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $395 | $2,193-82.0% | $2,922-86.5% | $2,597-84.8% |
| Participant deferral / active EE | $2,196 | $3,626-39.4% | $4,565-51.9% | $4,028-45.5% |
| Admin fee / account holder | $17,691 | $5,897+200.0% | $8,446+109.5% | $5,403+227.4% |