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 | $95,316 | $99,032-3.8% | $80,022+19.1% | $135,379-29.6% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -5.25% | 15.39%-20.6pp | 11.22%-16.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,297 | $4,282+47.1% | $3,686+70.9% | $5,609+12.3% |
| Admin fee / account holder | $25,243 | $10,436+141.9% | $6,521+287.1% | $10,828+133.1% |