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 | $22,712 | $53,162-57.3% | $91,225-75.1% | $68,486-66.8% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | -11.55% | -3.14%-8.4pp | 114.12%-125.7pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,581 | $2,974+255.8% | $4,233+149.9% | $4,028+162.7% |
| Admin fee / account holder | $17,781 | $4,493+295.7% | $5,422+227.9% | $5,404+229.1% |