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 | $69,304 | $77,817-10.9% | $123,553-43.9% | $64,173+8.0% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $467 | $3,014-84.5% | $4,628-89.9% | $2,381-80.4% |
| Participant deferral / active EE | $3,026 | $5,240-42.3% | $6,426-52.9% | $3,470-12.8% |
| Admin fee / account holder | $1,808 | $5,519-67.2% | $9,284-80.5% | $4,887-63.0% |