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 | $83,385 | $167,352-50.2% | $143,788-42.0% | $134,509-38.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -17.17% | 0.47%-17.6pp | -0.03%-17.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,119 | $5,620-80.1% | $4,952-77.4% | $4,741-76.4% |
| Participant deferral / active EE | $4,143 | $6,447-35.7% | $5,638-26.5% | $6,400-35.3% |
| Admin fee / account holder | $3,897 | $18,091-78.5% | $14,675-73.4% | $11,427-65.9% |