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 | $43,532 | $45,865-5.1% | $40,757+6.8% | $125,389-65.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -0.52% | -1.32%+0.8pp | -0.50%0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $160 | $3,697-95.7% | $3,004-94.7% | $4,866-96.7% |
| Participant deferral / active EE | $0 | $4,199-100.0% | $3,485-100.0% | $5,352-100.0% |
| Admin fee / account holder | $485 | $5,763-91.6% | $4,272-88.7% | $9,541-94.9% |