Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,270 | $175,646-68.0% | $129,118-56.4% | $134,545-58.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -16.27% | -11.39%-4.9pp | -10.94%-5.3pp | 418.37%-434.6pp |
| Employer contribution / active EE | $716 | $6,355-88.7% | $5,051-85.8% | $4,742-84.9% |
| Participant deferral / active EE | $3,931 | $7,970-50.7% | $6,539-39.9% | $6,401-38.6% |
| Admin fee / account holder | $26,271 | $23,578+11.4% | $14,305+83.7% | $11,431+129.8% |