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 | $32,356 | $103,949-68.9% | $69,182-53.2% | $273,972-88.2% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 7.27% | 35.28%-28.0pp | -21.93%+29.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,448 | $2,716+137.4% | $1,897+239.9% | $5,287+22.0% |
| Admin fee / account holder | $3,119 | $3,671-15.0% | $2,697+15.7% | $10,133-69.2% |