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 | $32,594 | $48,235-32.4% | $68,803-52.6% | $68,490-52.4% |
| Participation rate | 85.3% | 60.7%+24.6pp | 69.0%+16.3pp | 67.9%+17.4pp |
| Annual return | -14.86% | -12.70%-2.2pp | -6.37%-8.5pp | -7.85%-7.0pp |
| Employer contribution / active EE | $282 | $1,829-84.6% | $2,656-89.4% | $2,597-89.1% |
| Participant deferral / active EE | $1,808 | $2,867-36.9% | $3,942-54.1% | $4,028-55.1% |
| Admin fee / account holder | $1,365 | $4,361-68.7% | $4,936-72.3% | $5,403-74.7% |