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 | $83,896 | $71,873+16.7% | $86,698-3.2% | $68,490+22.5% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -18.75% | 3.54%-22.3pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,858 | $3,779+134.4% | $4,656+90.2% | $4,028+119.9% |
| Admin fee / account holder | $13,656 | $6,110+123.5% | $7,492+82.3% | $5,403+152.8% |